Finding the right licence or service to support your practice can be a complex and time consuming process. The No More Practice Marketplace has been developed to assist Financial Planners and Accountants, Dealer Groups and Service Providers align their business goals and build complementary long term relationships.
The Directory showcases the Dealer Groups and Service Providers’ value proposition for you to review and evaluate. Once you have found a Dealer Group or Service Provider you are interested in, simply click on the ‘Make an enquiry’ button and we will arrange a private introduction.
It can sometimes take years before value is realised when it comes to investing, but adhering to a long-term plan and standing your ground can help to see this value come to fruition, Jason Kim, portfolio manager and senior analyst at Nikko Asset Management says.
Although the majority of SOAs are based upon templates, these should act only to provide the bones for you to flesh out the rationale for the customised and focused advice you’re proposing for a client.
The results of our recent Economic Fingerprint game told us a lot about the average Australian investor. Well, at least over 700 of them who demonstrated their preferences for how they would invest their money for a specific goal – predominately retirement.