July 2016

24 HOURS: A day in the life of ... AP Financial Solutions

Continuing a focus on the day-to-day activities of advice businesses, this month we spend a day in the company of Adrian Patty, principal of AP Financial Solutions, whose practice is located on York Street in the Sydney CBD.

The Client, Part 2: Tea and sympathy smooths risky business

Thursday, 14 July 2016
Today was the second deep dive into my personal finances, and I hated it. I had a throbbing headache halfway through, and to his credit my...

Executor Horror Stories Pt 3:
The know-it-all executor

Wednesday, 13 July 2016
The obligations and responsibilities of an executor are serious. Yet it is common for will makers to nominate a family member as the executor...

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