In this presentation, Managing Partner and SA Leaders 'Industry Expert' Andrew Creaser explores the concept of 'planning for success' with a broader goals-based approach to investment, risk and estate planning strategies.
It is a story that has made news headlines the world over. A story about culture and greed impairing the judgement of people who should have known better. While both sides of politics have been very vocal in the wake of Hayne’s interim report, no one has touched the vexed question of how did we end up here? The impact on the victims has been devastating. The behaviour of the financial services community despicable and unforgivable. The viewing has been [...]
Reverberations will continue to be felt across the mahogany boardrooms and expansive top-floor executives suites of Australia’s admonished banking and financial services giants, as the royal commission claims more scalps while others jump the proverbial ship. The revelations exposed by the royal commission have been nothing short of appalling. As members of the profession – and as people who are proud to call themselves financial advisers – We find it jarring and disappointing that these are the circumstances in which the [...]
In a matter of days, Santa will be putting the finishing touches on his “Naughty” and “Nice” lists and it remains unclear on which side of the ledger the banks will sit. It’s an understatement, of course, to suggest the big four (CBA, Westpac, ANZ and NAB) won’t be expecting an outpouring of festive cheer and goodwill from their 17+ million customers this year. Despite holding around 2.5 trillion of our money, collectively – (and 80% of the nation’s loans) - [...]
Little known charity is changing the lives of children with Autism. FinSec boys rally awareness through their ‘Wear Your Care’ initiative. Advisers at Adelaide’s top financial services firm FinSec Partners, Dane Avery and Nathan Pech are going the distance (quite literally – 12km to be exact) to raise much needed awareness for Rocket, a charity close to both their hearts. Brain child of Dane Avery (partner Abbey is a Rocket therapist), Team Rocket will be out in force for this year’s [...]