Jarad spoke with Jim Stackpool at Certainty Advice Group about starting the new financial year as we approach the #EOFY22. Here are some insights and suggestions Jarad shared for everyone preparing for their end of financial year.
#finserv#shireconsulting https://t.co/TzSCAGLvYc
Jarad had the opportunity to join Jim Stackpool and other #CertaintyAdvisers in a collaborative response to the recent call from the #ALRC regarding changes to the #financialadvice legislation. Details to the ALRC Report 137: https://t.co/kvGE7BuLdS
#dreamwithyoureyeswideopen
The Dixon Advisory collapse was a textbook case of the “perils of the vertical integration model & conflicts of pushing one’s own products. #Advice is not a product. Nor should impartial financial #advisers be allowed payment based upon those products. https://t.co/PIfQt49QKl
@jstackpool & I recently sat down to discuss our thoughts on the results of the fallout from the #BankingRC 3 yrs ago & why it’s important niched advisers are both independent & understand complexities of certain markets – all while being fee-transparent https://t.co/KOC5nrWPNh
The story of AFL's #ShaunSmith's $1.4M #insurance payout for concussion he incurred should be a catalyst for industry. Australia is under-insured due to how it's sold. If cost is true product cost & no distribution cost, it can be vital to achieving value. https://t.co/xxiLMZr461
Ignition Advice in news https://t.co/nd7HjnxWiL. Proof how easy it is for headlines w/ product groups boast promise of oxymoron "Consumer-First Digital Advice". Not #advice it's product sale. CEO's post gives idea of business model, profit for distributors https://t.co/f1ciaf1Tyz
As Aussies in grip of crazy times w/ unique financial effects, financial firefighters are fighting own hurdles leaving $79B of Aussies' #money (https://t.co/qGKp1V34fg) w/out firefighter or bought/sold as all big #finbrands give up on #finadvice (https://t.co/6BEIziMCIn) market.
Interesting findings... "While high-income earners tightened their purse strings and “completely retreated” as the coronavirus swept through the country, people earning less than $65,000 a year did the opposite." https://t.co/aHLYL3qrsD #economy#spending#COVID19australia
The coronavirus pandemic has wreaked havoc on the Australian economy, and the financial effects for many are deeply personal. Here’s what you need to know if you’re considering mortgage deferral, rent relief or bankruptcy... https://t.co/E8SfCo93Zi #rent#mortgages#financetips
I recently joined #CertaintyPodcast with @jstackpool to discuss my thoughts on how we need to re-learn the "true value" of advice & the importance of going 'beyond' getting the fundamentals and making the less obvious, more obvious... https://t.co/9x5jlr5jth #finserv#finances