by Declan Thomas
This week, Declan Thomas from Partnership Wealth in Perth helps Gerry with his retirement timing and funding questions. Declan covers how the Age Pension works, who’s eligible, and how it can support Gerry’s retirement plans for a secure future.
by Adviser Ratings
Thinking about when to retire and funding options? This week, financial advisers Declan Thomas and Mark Candy explain how the Age Pension works and key eligibility requirements for Aussies. Read on as they respond to Gerry, who’s planning to retire…
by Adviser Ratings
Top-performing advice practices are achieving profit margins of 40% while expanding their client base. But their success isn't just about strategic vision - it's about a new breed of leadership. From celebrating team wins to mastering data security,…
by Adviser Ratings
The financial advice profession is undergoing a transformation in operational efficiency aimed at improving client and practice outcomes. While 43% of practices plan to enhance efficiency this year using technology, the most successful ones are…
by Troy Hart
This week’s question comes from a retiree curious about how interest rate changes affect their portfolio. Financial Adviser Troy Hart of PFP Financial Services in Leederville, WA, unpacks the potential impact on income and growth.
by Adviser Ratings
How are Australia’s top advice practices redefining growth and efficiency? A subtle revolution is underway. Beyond regulatory changes, the rise of “super firms” and advanced client engagement models are propelling top practices forward. By…
by Adviser Ratings
As conference season kicks off, top-performing advice practices are proving that professional development is more than just CPD points.
by Adviser Ratings
The rising cost of long-term aged care, fuelled by recent government funding changes, is a pressing concern for many Australians. Jason asks how to prepare financially for these future challenges. Advisers Maritza Kriel of MK Wealth Solutions and…
by Rob Chertok
Driven by recent government funding changes, rising costs of long-term aged care, is a growing concern for many Australians. Financial adviser Rob Chertok shares his expert strategies to help you build a solid financial plan for aged care. Learn how…