Posts tagged strategic financial planning
Reasons to be cheerful - Part 2. Intention, Incredulity, Integrity....and Christmas Cheer

Adios 2016 - almost! A review of any year highlights the good, bad, and the indifferent - or events that have seen intentions delivered, or have left us incredulous,  or present us with benchmarks of integrity to be admired and acknowledged. Despite some bad and distinctly indifferent aspects, there are still reasons to be cheerful and optimistic - and to look forward to 2017.

Read More
It's like déjà vu all over again...

Attributed to the baseball coach Yogi Bera, this quote could apply to the current delay in the process of the Financial Services Industry legislation. First time around, last minute changes saw the introduction of Qualifying Financial Entities confuse a complicated structure of adviser and product categories even further.

Read More