financial advice

Financial Advice

Super advice: Holding out for a hero

Members aren’t looking for holistic financial planning advice in the sense of a traditional six-step financial planning process - they are looking to solve practical and immediate problems, they are looking for decision support, and they’re looking to learn, but not necessarily be educated or taught.
Policy and Regulation

Man in waiting

Chris Bowen will listen, but he’s been “around the track”, as he puts it, enough times not to be swayed by a lobby fuelled solely by self-interest. While he’s not the treasurer in power, shadow treasurer Chris Bowen’s views on policy and regulation at this most critical juncture for the financial services industry carry as […]