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Five Insights to Estate Planning Success

Follow the arc of commercial success from the earliest times to the present and you will find that people who create substantial businesses ascribe their achievement to a six-word philosophy: ‘Find a...

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Estate planning explained

Estate planning is probably one of the most misunderstood and poorly executed disciplines within the financial planning process.   Yet it presents the adviser with one of the greatest opportunities to...

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Advice Gangnam style

In 2013 can we expect a Gangnam style of adviser? For the uninformed, I am using the example of the outrageous dance and the meteoric rise of the South Korean pop star PSY. He caught the world’s...

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Demise of the single shingle adviser – part three

What are you doing to stand out from the crowd? The aim of successful advice marketing is to make the service you’re selling irresistible or indispensable (or both) to your clients. How effective is...

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Estate Planning Considerations for Superannuation

The taxation consequences both on the superannuation fund and the recipient  of superannuation benefits can vary greatly depending on the clients wishes.   Factors such as their age when they die, the...

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