The landscape with regards to financial planning and how it is conducted, has changed dramatically since 2004. Both Financial Planners and the Broker Consultants who service them have to change the way they work in order to ensure they comply with latest legislation, but more than that ensure that they both remain relevant and become the preferred resource in their respective fields.
My aim is to assist both these parties to achieve exactly that.
I will be making use of articles, video clips and sound clips to deliver messages and ideas on a regular basis. Feedback and sharing of ideas right here on the blog is possible in order to encourage an interactive experience.
Not for one moment do I pretend to know everything, but I have stayed up to date with changes and I deal with many people in our industry on a daily basis and I am convinced that with my skills and 13 years experience in the industry, I will be able to add a lot of value in this regard.
So look out for the first post coming to this blog... soon!
