24 November 2025

Rethinking wealth structures beyond super: what financial advisers need to know

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14 November 2025

High performance with a human focus: how Australian licensee leaders are redefining high-performing teams

In financial advice, high performance was once measured by hard metrics – growth in revenue, advisers, and funds under management – and driven from the top…

6 November 2025

A new lens on retirement: helping clients live – not hold back

Retirement isn’t just about having enough money. It’s about knowing how to spend it with…

9 October 2025

Trust and cybersecurity as non negotiables: Safeguarding advice in a digital world

As advice businesses become increasingly digital, the importance of trust and cybersecurity has never been…

AI goes mainstream: GenAI’s impact on financial advice

Artificial Intelligence (AI) and in particular Generative AI (GenAI) in financial advice has moved from a ‘promising experiment’ to a daily productivity…

8 October 2025

The opportunity hiding in your client base: Why ethical investing is no longer niche

Financial advice is, at its core, about helping people make choices that align their money with their…

16 September 2025

Beyond the Balance Sheet: Why “Perfect” Financial Strategies Fail Without Behavioural Alignment

Traditional financial planning often focuses on quantitative metrics: asset allocation, risk tolerance questionnaires, and retirement projections.…

8 September 2025

What buyers want: Using data to maximise your exit price

If you’re selling a financial planning business, quality data can quickly magnify future growth potential, speed up the transaction and enhance your chances…

Why data readiness is the key to standing out in a crowded M&A market

Financial advice businesses can use data to prove their market value ahead of a sale, to better understand client trends and ultimately seize a competitive…

The Voice from the Cockpit

I recently listened to Ensombl’s Investment Podcast #26 – Investing Experience During Volatility, which explores how financial advisers can help clients…

Leveraging quality data to set your practice apart

Data is the oxygen of today’s business environment: it needs to be secure, accurate and accessible. Once those foundations are achieved, advice practices can…

26 August 2025

Quality data Is the growth engine every advice practice needs

Technology now sits at the core of every financial planning business, but are advisers leveraging the data in their systems to take their practice to the next…

30 July 2025

Longevity, Lifestyle, Legacy: The 3 Pillars of Holistic Retirement

Life expectancies are high, superannuation balances are growing, and policy shifts are reshaping how Australians think about their wealth. Australians aren’t…

2 July 2025

Proposed Division 296 sparks renewed interest in investment bonds

The Government's proposed Division 296 will redefine wealth planning for high and ultra-high-net-worth individuals and is seeing investment bonds continue to…

17 June 2025

Why proactive communication counts for client loyalty

When it comes to building and maintaining strong perceptions of your value, you can’t leave communication to…

4 June 2025

How hyper-personalisation sets your value apart

Catering to your clients according to their demographic or life stage is a good starting point, but it’s no longer enough to establish loyalty.…

28 May 2025

Tech matters: Why financial advice firms can’t afford to stand still

For many financial advisors, the idea of adopting new technology can feel…

29 April 2025

Redefining diversification in a concentrated market

For years, the debate around active versus passive investing has raged on. And over the past decade, passive strategies have gained popularity thanks to their…

1 April 2025

Retaining Wealth Across Generations: The Adviser’s Challenge

Generational Wealth in Australia refers to the financial assets, property, and businesses transferred between generations of…

31 March 2025

Collaborative AI? Here’s why it’s the next big thing for financial advisers

Launched by OpenAI in late 2022, the generative artificial intelligence chatbot was the first large language model service to promote large-scale awareness of…

26 March 2025

Why CGT clarity matters: Better advice, stronger client bonds

As your client’s investment portfolio grows, so do their capital gains tax (CGT) obligations — often becoming increasingly complex. Navigating these…

Revolutionising client experiences: The exciting new world of financial advice

For decades, financial advice meetings have been dominated by dense, compliance-heavy documents—100-page behemoths packed with jargon, endless tables, and…

19 March 2025

The Difference Between Robo-Advice and Digital Advice

When digital advice first launched in Australia, providers were constantly asked .. “So you offer Robo-Advice?” To which the reply was always: Most…

5 February 2025

Mastering risk management – How to use RoMaD to compare stocks

As a financial advisor, mastering the skill of risk management is crucial in delivering exceptional results for your clients.…