Planner Profiles

Royal commission stokes quest for quality

Friday, 22 June 2018

The high-profile inquiry has raised awareness of the difference between cookie-cutter offerings and valuable advice – and that’s good for business, GFM Wealth’s Paul Nicol says.

My first year in financial planning

Thursday, 21 June 2018
It can be devastating to discover how much you don’t know as a graduate entering your chosen profession. A nurturing work environment will help you find your feet.

Retirement: From buckets to behavioural science

Tuesday, 29 May 2018
Matching buckets of assets with goals and timeframes would support a total-portfolio approach and lead to better outcomes.

Planner profile: Putting clients in the sweet spot

Monday, 30 April 2018
Glenys Cook says many of the women she advises are worried about their super balances but can live quite comfortably in retirement with her guidance.

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