Adele Martin, Money Mentor.
Adele Martin, is transforming the advice industry, using technology to scale her business.
A multi-award winning Certified Financial Planner, Adele is the founder of Firefly Wealth and The Savings Squad. Adele sat down with us to tell us all about how she has made cashflow and budgeting a fundamental part of her thriving financial planning business.
Adele's practice has generated an extra $20,000 in revenue, while simultaneously creating a strong pipeline of leads that become full planning clients.
“When it's in your face you start to make sure money is directed towards your values. When we're on autopilot that doesn't happen.”
Media Release: New website launches with solutions to support Super funds
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Research shows that budgeting and cashflow management the top advice priority for younger Australians
Research shows that budgeting and cashflow management the top advice priority for younger Australians 15 January, 2019 Younger people overwhelmingly rank budgeting and cashflow management as the most valuable type of...Read more
Qualifying the value of a financial coaching service
Advisers who can help wealth accumulators and retirees manage their spending and cashflow will be able to demonstrate their value and justify their fees year-in and year-out, Peter Malekas writes.Read more
Moneysoft enters new partnership with Mortgage Choice
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Moneysoft expands footprint with Investfit and Xeppo integrations
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Moneysoft and IRESS XPLAN deliver a powerful combination
Curbing regulatory changeMaintaining and adhering to the regulatory compliance standards in Australia, means that Financial advisers face new challenges to deliver a quality service offering.Read more
Pay for technology but make sure it pays off for you
Moneysoft founder Peter Malekas believes in technology. He also believes technology vendors should pay their own way.Read more
Bringing tailored advice to the mass market using technology
Adele Martin, Money Mentor. Adele Martin, is transforming the advice industry, using technology to scale her business.Read more
With trust levels plummeting, it's time to get personal
Tackling the trust issue is one of the greatest challenges currently facing our industry.Read more