Profiles
Advice without borders
Caroline Bell moved to Berlin three years ago but still manages to advise clients and operate in her financial planning practice based in Melbourne.
Johanna RobertsJanuary 11, 2019
Profiles
Profiles
The case for keeping it small and lean
Many practice owners might want a big business that ticks over while they’re sitting on a beach somewhere but Alex Jamieson says less size usually means less headache.
Johanna RobertsJanuary 7, 2019
Profiles
Still giving props to property
ProSolution’s Stuart Wemyss often finds a place for direct investment in property within clients’ portfolios and argues that more advisers should do the same.
Johanna RobertsDecember 14, 2018
Profiles
In their own words: one client’s world cup journey
Jacqui Macri is a nurse and a die-hard soccer fan. She missed playing this season for her local club because of a knee injury but she wasn't going to miss cheering on the Socceroos at the World Cup in Russia, thanks to a little help from her financial planner.
Matthew SmithDecember 5, 2018
Profiles
‘Ordinariness’ is star adviser’s superpower
Nerida Hicks has built an award-winning career on a down-to-earth approach and an ability to put clients at ease. She says everything flows from a good relationship.
Matthew SmithNovember 28, 2018
Profiles
Advice part man, part machine
Melbourne-based Nucleus Wealth combines elements of robo-advice with the human touch to offer affordable tailored service.
Johanna RobertsNovember 15, 2018
Profiles
The Netflix of financial advice
Former AMP and ANZ adviser Prashant Nagarajan has created a subscription-based financial advice model to appeal to Millennials who recoil from the word ‘contract’.
Johanna RobertsOctober 26, 2018
Profiles
Meet the adviser behind the podcast
Guidance Financial Services’ Paul Benson has tapped into a rich vein of potential clients with a podcast he produces that gets downloaded about 4000 times a month.
Johanna RobertsOctober 23, 2018