Our Insurance Policy CUSTOMIZED We believe it is essential that our analysis and research is customised to each client. The detail can be extremely important when it comes to insurance cover and this is why we conduct a detailed process. ACCURATE We value accurate...
According to the financial planning lobby, Australia’s largest banking institutions may be taking advantage of consumer confusion over the term “general advice” to sell products via staff that are not qualified advisers and have no legal requirement to put customers...
Having decided you will benefit from financial planning advice, you generally have only a handful of choices when it comes to sourcing advice and guidance from a professional and qualified planner. You could seek advice from: Industry funds such as CBUS, First State,...
Next time a friendly bank staff insists on helping you with your money, consider this: 75% of the advice given to customers wasn’t in the clients best interests. This startling figure comes from a recent review of the financial advice offered from the big four banks...
When ASIC conducted its detailed reviews between 2015 and 2017, it came as no surprise they found some damning results in relation to advice given by financial planners at our major banks. There is a requirement for advisers to act in their customers best interests...
It’s hard to believe the banks can keep a straight face and say they can abide by the duty for advisers to act absolutely in the best interests of a client. Under the integrated financial advice model, there are layers of different fees including adviser fees,...
