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By Bobbe Duncombe, Lead Adviser March 2023 How allowing my feminine nurture to rival my financial nature is paying dividends. So many incredible stories about women abound around this time of year in celebration of International Women’s Day, and as a woman in a largely male profession, it’s time to add my small contribution to…

Jodie Blackledge tells Professional Planner “You never set up a licensee business for the sake of being a licensee business. It was never set up to be a licensee for hire, it was always part of an advice proposition.”

Female advisers and clients alike can be unknowingly, and therefore easily, unsupported and misunderstood – which is a shame when family life enrichment is at stake.

For the advice industry to attract and retain talent it may need a better system for part-time licensing to allow greater flexibility for the way people work.

"Day in and day out, Australian advisers enrich the lives of their clients. But who is enriching the enricher?" our Group CEO Jodie Blackledge asks advisers to remember their Why.

Scott Fitzpatrick has been featured in the Money Management industry expert series. He discusses what it means to be sitting on the family board, coordinating complex family affairs and the importance of using emotional intelligence as one of the key ingredients in providing great advice. View the article

By Olivia Long, on behalf of Firstlinks January 2020 The impact of Australia’s ongoing bushfire crisis is devastating. Not only are Australians losing their homes and entire belongings, but many are also hit by the loss of their business or means to generate an income. They may be in urgent need of cash as a…

January 2020 One regional volunteer organisation is pulling out all the stops to continue its vital work supporting cancer sufferers in rural New South Wales Since mid-2019 Australia’s bushfires have devastated an area larger than England, claimed over 20 lives, destroyed around 1,500 homes and wreaked havoc on native wildlife. This unprecedented national crisis has…

We are pleased to congratulate our Chairman, Chris Cuffe, for the announcement this week of his Order of Australia award in the Queen’s Birthday Honours list. Chris received this honour for distinguished service to the community as an advocate for philanthropy, as a supporter of improved financial efficiencies in charitable organisations, and to the funds…