Testimonials
This is a selection of comments from our advertisers and readers about the magazine:
“I enjoy hearing about how other planners operate their businesses and structure their fees . I like the magazine’s irreverence toward planning, its very different from your average trade rag.”
D Allen Financial Planner, CRC Financial Services, Moonah Tas
"Professional Planner gives a holistic view on financial planning and the industry. it’s great to have a forum to express ideas and opinions actually focused on providing quality advice rather than institutional propaganda. The magazine gives a balanced and objective view."
G Gill, Financial Planner, DeRun Financial Solutions, Hawthorn, VIC
“Being in a smallish country town and the only planner in my office I find reading Professional Planner a great way to catch up on what is happening in the wider financial planning community.”
Sara Alexander - Financial Planner, NAB Financial Planning, Swan Hill, VIC
“What I like most about the magazine is that it seems to be the only one actively attempting to drive change within the industry, namely to a full fee for service model of operation.”
Rod White, Financial Planner, Industry Fund Financial Planning, Melbourne VIC
“Professional Planner appears to be independent of industry stakeholder influence with a broad range of appealing items”
David Scott, Financial Planner, PI, Lismore, NSW
“I very much enjoy reading Professional Planner. The quality of the articles is very high. It is appropriate to the industry and targets relevant issues for practitioners."
R Gorman, Senior Financial Advisor, Major leading Bank, Sydney, NSW
“I think it is highly useful and relevant – a fantastic magazine. It keeps me up to date, short enough to read from cover to cover, and cuts the crap. Keep up the good work”
Rebecca Calgaro CPA, Achieve Corporation, Kingston ACT
Special Reports
Capital-protected and income-protected products are a little like the proverbial duck. On the surface - from the investor’s perspective - they seem serene, paddling around unperturbed, oblivious to any turmoil in markets around...
An overlooked investment vehicle is getting another look-in, as planners begin to reassess the benefits of listedinvestments. Simon Hoyle reports.
Planners whose thinking on fixed income extends no further than managed funds and government bonds might be doing clients a disservice as other opportunities present themselves. Simon Hoyle reports
