Planner Profile

Yes, independents can make money

Thursday, 19 July 2018

It is possible to offer good advice while accepting commissions on insurance, but it’s just a lot easier if you don’t, Malibu’s Keith Henderson says.

Side by side: friendship forged in advice

Monday, 16 July 2018
Amie advised Tina and her husband to set up an SMSF, but the relationship was cemented when the pair started sharing war stories about balancing the budget while raising kids.

For this adviser, dreaming big meant going small

Thursday, 12 July 2018
Forget the big end of town, young advisers should aim for boutique firms – based on the professional journey of Travis Schindler.

Gaming client referrals

Friday, 6 July 2018
From building in search engine optimisation to partnering with accounting practices, James Gerrard knows the inside track to gathering new business.

    Have your say

    Will most financial planning services be automated in 10 years?
    Vote Now