Author: Admin

In 2025, financial planning is no longer just about budgeting or superannuation—it’s about building a legacy. With over $3.5 trillion expected to be transferred between generations, choosing the right financial advisor is more critical than ever. Amid a growing landscape of traditional and AI-driven options, the key to finding the right fit lies in asking the right questions. This guide outlines 20 essential questions to ask your financial advisor, helping you evaluate their approach, values, and relevance in today’s complex financial environment.

Outsourced paraplanning services help financial advisors manage rising workloads, reduce costs, and stay compliant—freeing them to focus on client relationships and strategic growth.

Australia’s mortgage broking landscape has undergone a major shift with the introduction of the “Best Interest Duty”—a game-changer for brokers. Since January 2021, brokers are legally required to put their clients’ interests first, going beyond simply offering suitable advice to providing the best possible recommendations backed by thorough analysis and documentation.

With increasing competition in Australia’s mortgage broking industry, standing out is key. To attract clients, brokers must combine innovative marketing strategies with traditional advertising. By understanding your audience, crafting a strong Unique Selling Proposition (USP), optimising your online presence, and using content marketing, you can capture attention and build lasting client relationships. Ready to elevate your marketing? Let’s dive into some powerful tips!