Check strategies in volatile times
The current market volatility presents an opportunity to rethink your advice proposal to clients, placing greater focus on strategy advice. In particular, you should determine whether strategies you are using still work in these volatile times and what you might need to do differently.
December 07, 2008
The ties that bind
The importance of nominating a beneficiary within superannuation is quite often overlooked by clients and financial planners. This is particularly concerning for people who have complicated family arrangements, such as previous marriages and children to different partners. It is also important for single people with no clear dependants. Failure to nominate a beneficiary within superannuation
November 07, 2008
