Create | Protect | Enjoy
It’s the 1st of January and as I sit here doing my 2014 business planning, on what should be another gorgeous sunny Sorrento day. I’m instead listening to the rain on the roof and reflecting back over what has been Continue reading My Inspiration
The rapid growth of the Self Managed Super Fund (SMSF) sector is well known and well documented. I was recently invited to take part in the SMSF Podcast Show by TheDunnThing, on exactly that, with a focus on how to Continue reading Get the green light to turn SMSF prospects into clients
I can still remember being on stage last year with the other finalists at the 2012 AFA Adviser of the Year awards… and my name not being called out as the winner. While I was truly honoured to be a Continue reading From finalist to 2013 AFA Adviser of the Year – my journey