The facts about the coronavirus seem to resemble a peak of a panic iceberg with invisible depths making real holes in global economies.

What can we do as financial advisers?

What we are paid to do.

Advise.

Crisis
People suffer crisis all the time. Read more ...

How many steps for your Best interest?

(1) The provider must act in the best interests of the client in relation to the advice.

‘Safe harbour’ (2) The provider satisfies the duty in subsection (1), if the provider proves that the provider has done each of the following:

                    (a) identified the objectives, financial situation and needs of the client that were disclosed to the provider by the client through instructions;

                    (b) identified:


Book a free 15 minute call This email address is being protected from spambots. You need JavaScript enabled to view it. from our work with clients over the past 36 years.
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How to lose your aged pension?

A month ago I received a call from a gentleman, aged 89,who had just lost his wife and in fact was sadly awaiting her ashes when we spoke.

His initial request was do I have better income than what he was earning in the bank?

Book a free 15 minute call and learn insights from our work with clients over the past 36 years.

Yes, I replied

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