financial planning services

Financial planning

Accountants figure out financial planning

Accountants, often the first port of call for clients wanting finan-cial advice, are moving swiftly into financial planning. ...

Editorial

Marketing mistakes to avoid

Why it is that the leading financial planning practitioners earn well in excess of $500,000 a year, while the vast majority of advisers generate annual incomes of less th...

Policy & Regulation

Protax in huge expansion

Queensland-based financial planning group Protax is on a huge expansion drive. It has formed a new dealer group with ANZ Banking Group and is poised to expand its own nu...

Financial planning

Super funds take on advisers…

By offering choice to employees, the superannuation industry is boosting the demand for financial advice. But super funds are going head to head with financial planning g...

Financial planning

Suncorp to tap into its own client base

Suncorp Metway is taking the lead from other banks and will almost double planner numbers in coming months in an effort to capitalise on its 2.5 million customers....

Superannuation

Super funds take on advisers

By offering choice to employees, the superannuation industry is boosting the demand for financial advice, but super funds are going head to head with financial planning g...

Financial planning

…as embattled advisers watch super funds start their own planning arms

Independent advisers are coming under growing pressure as several industry funds look to setting up their own financial planning bodies....