POLL RESULT: When did financial planning arrive in Australia?

2 responses to “POLL RESULT: When did financial planning arrive in Australia?”

  1. Brian Powers

    Institutional investors have been after that for years AND getting it.

    Take a look at Harvard, The Future Fund and many other of the like throughout the globe.

    What do they have in common..????

    Low exposure to equities and significant exposure (as high as 60%) in ALTERNATIVES.
    Approx half of the 60% is in Hedge Funds or as they call them….Absolute return assets.

  2. William Mills

    All clients are focused on absolute returns and guess what so are we. Our clients don’t care that everyone else went down the drain as long as they did not follow them. It’s our job to achieve that outcome and we accept that responsibility.

Leave a Comment

Escala looks to national expansion one year on from Focus deal

Escala looks to national expansion one year on from Focus deal

High-net-worth specialist advisory Escala is looking to expand beyond Sydney and Melbourne to become a national brand, a year on from a restructuring of the business by US-based Focus Financial Partners.

Sort content by