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How to place your child on the path to financial independence.

How to place your child on the path to financial independence.

Helping your children becoming financially independent in the long run is one of the best things you can give them as a parent who wants to see their wealth continue to enhance the lives of their children and grandchildren. There are many ways to help your children learn how to manage money but we’ve got a few ideas to get your started.

How to help your parents financially.

How to help your parents financially.

In this day and age, people are living longer than ever before but not necessarily working for longer. This could leave them in a difficult position financially as the years roll by. If your parents are in this situation, this might also place you in the ever-growing sandwich generation – stuck between your aging parents and your growing children as the main breadwinner.

How to prepare your clients for 3 major life-changing events.

How to prepare your clients for 3 major life-changing events.

Life changes all the time and every individual will be affected by a series of expected and unexpected major life events, such as marriage, the birth of a child, divorce, the death of a spouse etc. When it comes to your clients, you know that you have to take a long-term view of their portfolio to ensure that their wealth is protected (and that it prospers) over time and through all these transitions. And that they can trust you to do so.

Be prepared for tax season this year with these top tips.

Be prepared for tax season this year with these top tips.

Tax season is upon us and every tax payer needs to be prepared. Filing a tax return can be a daunting task but, with the correct information and support, it doesn’t have to be. Up front, we’d say that if you earn an income and have a financial portfolio, you need to work with a reputable independent financial adviser to help you manage your finances and deal with concerns such as tax.

Three ways to build a better relationship with your clients.

Three ways to build a better relationship with your clients.

With a new year on the way, it’s time to review your operating procedures and client communication practices – basically, how and when you connect with your clients.

As an independent financial adviser, we know that you have your clients’ best interests at heart and that you want them to feel appreciated and valued. Especially as the relationship you have with your clients fundamentally affects the success of your business.

Feeling a bit disconnected from your client base? Been distracted by other elements of your business? Need to build a better relationship with your clients going forward? We’ve got some ideas to get you off to a great start.

Three good reasons to fire your adviser.

Three good reasons to fire your adviser.

Breaking up with your financial adviser can be a tough move, especially if you’ve been with them for years or struggled to find someone to manage your savings and investment portfolio from the start of your financial journey. However, as a professional who has worked hard to establish your financial security, it’s essential to have the right management team in place and sometimes your current adviser just isn’t it.

Inherited an adviser’s book? Consider these important points.

Inherited an adviser’s book? Consider these important points.

As an independent adviser looking to build your business, inheriting a more established adviser’s book can seem like a perfect way to secure and grow your client base. While this can be a great opportunity, it’s also one for pause and reflection. In order to truly benefit from another adviser’s book (with the result being happy clients and a successful business), there’s quite a bit to consider before you jump straight in.