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Understanding the Lingo – the ABC’s

There is a lot of terminology that is used in the financial planning profession that, for most, is not used in day-to-day life. Katrina explains a few of these terms in her latest article.

Wealth and Worth

When you hear the word wealth, what do you visualise? Join Jason as he discusses what the true meaning of wealth is.

Piggy Bank & Love Heart

Planning a Future

On Valentine’s Day, most people focus on flowers, champagne, and chocolates, but how many people consider their financial future together? Caitlyn discusses a few important considerations.


Banks should exit the Financial Planning business

What an extraordinary week at the Banking Royal Commission. AMP’s reputation has been shredded when the head of advice Jack Regan admitted that the financial services giant blatantly lied to ASIC 20 times and that they continued to charge advice fees for orphaned clients. Then it was CBA’s turn when the commissioner accused them of being the “Gold Medalist” of taking fees for no service. I could go on, however, I am sure most of you are following the story. No wonder the general public have reduced faith in the financial planning industry.