What we offer

23 MAR 2020

How video adds another level of client service

Video can be a useful medium for financial advisers to explain complicated concepts to their clients. It can even be used as an icebreaker in introducing the adviser to new audiences.

18 MAR 2020

Who will inherit your super?

Clients often assume their superannuation will be paid in accordance with their will. However, this is not necessarily the case and a conversation around estate planning is key.

09 MAR 2020

Adam Goodes on building resilience

Adam Goodes won two Brownlow medals, two premierships, and was inducted into the Sydney Swans Hall of Fame but this decorated career also tested his resilience.