A never ending story of leviesBY PHIL ANDERSON | TUESDAY, 4 AUG 2026 2:57PM The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of levy hikes.
 Lessons from my Dad, in and out of aged careIt's been a difficult year for my 82-year-old widowed Dad. He had a strong heart, perfect blood pressure, complete mental capacity but a troublesome skeletal ...  Elder financial abuse - confronting a hidden epidemicElder financial abuse - where a person takes advantage of an elder person's financial position for their own benefit - has thankfully become a lukewarm ...  Is robo-advice taboo?An observation from my recent attendance at the AFA National Adviser Conference was the little reference to robo-advice.  In financial markets context is everythingRepresenting the world's largest stockmarket, the S&P500 Index in the US has been closing at record highs in 2017. There is increasing commentary ...  Understanding a client's fearsI was reading A Certainty Advice Group white paper recently titled "What price valuable advice?" with the quote: "a valuable adviser first seeks to find ...  Probability is power, but numbers alone can't change behaviourUncertainty is a fundamental part of investing. The outcome of fluctuations in economies, markets, asset classes, regulations and investor behaviour is ...  Breaking down inequality: The different sex debateThe equality theme is highly topical in our society today. No two clients are alike: another step in the value storyThank you to those advisers and investors who gave me feedback on my last post. It is heart-warming to see so many advisers wanting to understand more ... No two clients are alikeIts Friday afternoon and I am reflecting on my week, I have seen several new clients' faces this week, we sit at the large table in my office, next to ... |
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Advice with soul
SACHA BURCHGART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
FOUNDER AND FINANCIAL PLANNING SPECIALIST
BURCHEART
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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A never ending story of levies
The extensive processing period for Shield and First Guardian complaints means financial advisers will likely not be able to see an end to a series of ...
When 'diversification' stops being diversified
While many are worried about the dominance of US mega-cap companies, the same trend is also transpiring domestically, creating a concentration issue for ...
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Secondary transaction volume in private markets continue to hit new highs, as does fundraising for secondaries vehicles. Yet the market presents vulnerabilities ...
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