"In a world of image-is-everything, I have come across many a recruitment agent over the years. Promises not fulfilled, comments not substantiated, systems/procedures that don't manifest themselves. Instead what I have found with you and SimplyBiz is, above all, integrity. What you have said has been based on experience and knowledge and, accordingly, has been based on facts. Facts that have, of course, transpired to be true. The ability to rely on those who know what the DA application process is all about is impossible to cost, but important to value."
Hawthorn Financial Services
Matt Timmins: New guidance body has no right to word 'advice'
October 20, 2017
Much more needs to be done to help educate consumers on the vital difference between receiving guidance or advice
Government must help meet the needs of the elderly
October 11, 2017
Being able to congratulate the FCA, while not by any means a first, is not something I am able to do regularly.
"A princely way of looking at succession issues"
October 04, 2017
Seeing all the stories about Prince George starting school set me thinking about longevity and business succession issues for financial advisers.
"Providers must allow tax deductible advice"
September 28, 2017
Knock, knock. Are you there? More importantly, are you listening?
I ask this question because of the enormous opportunities the current market is presenting for each and every adviser, whether working within a large firm or a one-person practice, as an independent adviser or restricted.