Midwinter launches High Value, Low Touch Advice National Roadshow 2008
Click here to find out more
Midwinter will be showcasing how advisers can now produce industry leading advice with minimal adviser impact time in Midwinter’s High Value, Low Touch Advice National Roadshow 2008 from 6th to 27th August.
• Want to provide a reasonable basis for super switching in minutes?
• Want to provide an optimised Transition to Retirement strategy in seconds?
• Want to enhance net contributions to super?
• Want to compare optimal investment gearing strategies?
• Want to dramatically reduce time taken to produce quality advice?
Click here to REGISTER NOW!
For a free trial of Midwinter’s Reasonable Basis software click here!
Meet Midwinter’s directors and see why Midwinter’s Reasonable Basis has taken financial advisers by storm. Click here to view Adviser Testimonials.
Registration is free and breakfast, lunch or afternoon will be provided. If you cannot make a session, please contact Midwinter on 1300 882 938 to arrange for a Midwinter representative to visit your office.
Visit www.midwinter.com.au or call Midwinter’s Distribution Team on 1300 882 938.
Midwinter Financial Services Pty Ltd (ABN 22 121 020 620) is an independent software provider specialising in the development of financial advice solutions. Financial advisers may not be able to satisfy their legal advice obligations in relation to s945A of the Corporations Act 2001 solely applying Midwinter’s Reasonable Basis to product replacement advice.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
