Rankings are nice — but irrelevant
It is really impossible to rank advisers in any completely objective way. All that really matters to me is that our clients rank us as number one.
This author has yet to write their bio.Meanwhile lets just say that we are proud Justin Hooper contributed a whooping 67 entries.
It is really impossible to rank advisers in any completely objective way. All that really matters to me is that our clients rank us as number one.
The transition to aged care comes with it a wide range of financial implications. Knowing in advance what the criteria are against which a person will be measured can help prepare for the future.
As the institutions move towards investment management, quality financial advisers will move more towards their clients.
As the population ages, there may be a need to look to the family home to release capital. It is an emotive topic, and one that should be considered carefully.
The 2018 budget proposes some broad changes that will not require or promote specific action in most circumstances…
Sentinel Wealth Management Pty Ltd
ABN: 69 112 087 475
AFSL No. 336426
Phone: 02 8908 5300
Fax: 02 9285 0547
Email: info@sentinelwealth.com.au
Address:
Level 24, 56 Pitt Street,
Sydney, NSW 2000
Postal Address:
PO Box R683, Royal Exchange,
NSW 1225