Category Archives: Investment Platforms

I can’t see how using a platform is in a client’s best interests. The cost versus benefit equation simply does not stack up. Every year I review the platform offerings available to see what has changed. Once I’ve assessed the various product enhancements, fee changes, new investment options, revised insurance offerings and so on, I […]

Most Australians consider their three biggest assets to be; 1) their home, 2) their car, and 3) their home contents – in that order. At least that’s what insurance statistics say. These 3 assets are the most highly insured. Following this logic then, your home should be your biggest asset. Right? I don’t believe so. […]