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Financial News That Matters

Investor Letter

Over the last 40 years interest rates have largely been on a downward trajectory as governments separated central banks from political influence, and refocused them on broader objectives linked to employment, inflation, and currency stability.

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Aged care payment options

When it comes time to investigate residential aged care for yourself, your partner, parent or relative, the search for a facility and how to pay for it can seem daunting. The system is complex, and decisions are often made in the midst of a health crisis.

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Spring Insights

In this Spring newsletter, read the latest market updates based on highlights across the Australian market over the past month.

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Paul Forbes shares an open letter with Adviser Focus

In an open letter to the Government and its regulators, CEO Paul Forbes documents a dizzying trail of red tape which all advisers must currently follow when informing their clients about the fees they charge. This is a plea for common sense made by Forbes to Canberra’s bureaucrats and decision-makers…

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IFA Excellence Awards 2021

The finalist list, which was announced on 24 August 2021, features over 210 high-achieving financial services professionals across 27 submission-based categories.

We would like to wish RFS’s Darko Zigic and Troy Theobald for their nominations; Goals-Based Adviser of the Year and Practice Principle of the Year. We would also like to extend a big congratulations to our friends at Evalesco Financial Services and Centaur Financial Services who are part of our Australian Advice Network group and also received nominations for the IFA awards.

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