June 2012: Digital Content

Please click on the links below to access articles from Ray Henderson, Alan Shields, Robert MC Brown and Matt Linnert, along with a case study from Kelvin Boyd’s article on foreign super funds.

best practice
Ray Henderson sets out a simple guide to help practices
calculate the cost of delivering their services
CLICK HERE 

hnwi
Success for any organisation lies in its customers,
and never more so than today, says Alan Shields
CLICK HERE 

client psychology
How clients perceive your service is more to do with them
than it is to do with you, says Matt Linnert
CLICK HERE 

the profession
Robert MC Brown says FoFA won’t be at the top of
the Coalition’s to-do list if they win power
CLICK HERE 

self-managed super
Case study
This case study should be read in conjunction with the article on
pp 40-41 of the June 2012 edition of Professional Planner
CLICK HERE 

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Integro and Coastline merger a vote of confidence in the value of risk advice

Integro and Coastline merger a vote of confidence in the value of risk advice

The merger of Coastline Private Wealth with fellow WA-based financial advice firm Integro Private Wealth is a vote of confidence by Integro in the value of risk advice, its partner and private wealth adviser Justin Gilmour says. Despite ongoing structural issues in the risk space, Gilmour says sound insurance remains central to every wealth plan.

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