STRATEGIQ WEALTH

The countdown is on! Only 10 to go until Independent Financial Advice Week kicks off. Don't miss your chance to gain valuable insights and guidance from our trusted advisers.

https://pifa.org.au/ifaweek/

Happy 21st! This morning was the 21st time I’d donated some of the red stuff. Thoroughly recommended if you are eligible and don’t get squeamish at big needles! And if you don’t mind a bit of cake afterwards…

Earlier today I really enjoyed being a guest contributor at the Profession of Independent Financial Advisers annual symposium.
It is awesome being part of a community of advisers that are committed to having no conflicts of interest, don’t accept commissions, and do not charge asset based fees.

Great chat with Craig Strategiq Wealth and Chris Allied Wealth with their insights about going indie

I have recently developed a guide that outlines the advice framework I have used for years with my clients, and one that I continue to use.

I’ve called the framework The Retire Well Blueprint.

The short guide is for individuals and couples over 50 who want to make smart financial decisions so they can achieve and live the ‘good life’ in retirement.

It documents the 3 core pillars and 9 retirement accelerators used to give clients clarity, confidence, and certainty that they’ll ultimately live well in retirement.

You can download a copy by clicking on the link below.

https://bit.ly/theretirewellblueprint

I hope you get some value out of it.

Great news for those of us that are truly independent.

It is now illegal to remain silent about your independence - PIFA For over twenty years it has been illegal for financial planners to use the terms ‘independent’, ‘impartial’ or ‘unbiased’ to describe their services without meeting stringent requirements under the law. These laws were intended to prevent advisers misleading the public about retaining c...