Adviser talking with clients

9 Habits to Become an Elite Financial Advisor

Do you know what it takes to become a truly successful financial advisor? Are you thinking that it mainly involves sitting at a desk, crunching numbers all day, and advising clients on how to build wealth? That’s the biggest myth that people have of financial advisors, and you will find there’s a lot more to…
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Man planning finances

Top 5 tips for financial planners

The Credit and Investments Ombudsman (CIO) deals with complaints about Australian financial services licensees and their representatives. By far, the most common complaints relate to inappropriate advice provided by a financial adviser. Whether you are new to the financial advice profession or a seasoned advisor, here are our top 5 tips for avoiding or responding…
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15 Financial Advisor Prospecting Ideas & Techniques That Work!

Effective prospecting ideas and techniques can be a lifesaver. Especially since prospecting is the number one challenge financial advisors face – they can’t seem to get in front of prospective clients. I would argue that prospecting is also the most important part of selling. Nothing happens until somebody starts prospecting new customers. The most successful…
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Plan To Retire Rich

“In matters of personal finance, retirement may be the single most important issue of our times.” Says Roger Shorr. Surprisingly, far too few individuals do any meaningful planning for their golden years. Contributing to a 401(k) or IRA is important, but you must do more to ensure a financially successful retirement. Most investors should be…
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Why you need a SMSF expert accountant

The SMSF Association suggested that about 90 per cent of SMSF trustees have an accountant to do their tax returns and administration. Costs generally should be between about $2000 and $3500 a year, including the audit. If you’re paying more for your tax, you’re probably paying too much. Financial advice will be additional and in…
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What Are Your Options?

Options for Establishing a Self Managed Superannuation Fund Self Managed Superannuation is the Rolls Royce of superannuation vehicles. However it is essential to know what requirements need to be completed. You need to decide what you are capable or willing to do yourself and what you need professional assistance with. Want Professional Assistance in All…
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Self Managed Superannuation

Some of the reasons why we utilise Self Managed Superannuation (SMSF) is as follows: Be able to control and be actively involved in the investment decisions in relation to your superannuation fund. Have the option of investing in particular types of assets not commonly available through other types of superannuation structures such as warrants and…
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Too Much Debt?

With the Central Bank in the US starting to talk about increasing rates how does this change your current and future position? Excessive amounts of financial debt have become a common and often crippling issue for many people in recent years. Below are discussed some of major effects or consequences of having too much debt…
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Dealing with unmanageable personal debt – settlements with creditors

This article follows on from our previous edition discussing the options available to individuals facing unmanageable personal debt (including personal guarantees for company debts). In this edition, we discuss Settlements / Compromising Debts. When an individual (Debtor) is unable to repay their debts in full and does not wish to be subject to bankruptcy, they…
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