Paying Off Credit Card Debt
Progress suggests we’re heading ever closer to becoming a cashless society. Payment via good ol’ fashioned notes and coins may one day be a thing of the past.
An adviser / Client marriage. Cutting off the blame finger
The key to fruitful, rewarding advice relationships is that both parties clearly understand their role and accept responsibility for their part. Peter Malekas writes.
Managing Your Money On The Move.
When was the last time you visited the local branch of your bank during business hours? It seems almost quaint these days to do so, right?
Today’s tech-savvy consumer feels entitled...
Do I Need A Financial Planner?
Making the right financial decisions can be daunting. It’s no mean feat understanding the complexities of investment, taxation, superannuation and so on.
MONEYSOFT LAUNCHES INNOVATIVE BENCHMARKING TOOL FOR ADVISERS & CLIENTS
March 8th 2016: Financial advisers now have access to a new benchmarking and reporting tool, giving them unique insight into the spending habits of their client base and the ability...
Try some technology – you may be surprised how simple it is
The word technology is bandied about in financial services as the key to deeper client engagement and the delivery of scalable advice but the majority of advisers have difficulty understanding...
Financial and Physical Health – They’re More Closely Related Than You May Think.
Here’s some food for thought. . . Budgeting and paying off debt is a lot like eating well and being fit.
AUSSIE FINTECH FIRST TO MARKET WITH DATA FEED CHOICE FOR ADVISERS, SUPER FUNDS
February 9th 2016: Cloud-based money management and budgeting platform, Moneysoft is the first Australian service to offer financial advisers and superannuation funds the flexibility to choose the model of data...
Ten steps to scalable advice
Scalable advice propositions, which leverage technology to make the delivery of advice more efficient and cost-effective, will allow investors and advisers to go on life’s journey together not just meet...