Understanding a client's fearsBY ELEANOR DARTNALL | FRIDAY, 27 OCT 2017 12:11PM I was reading A Certainty Advice Group white paper recently titled "What price valuable advice?" with the quote: "a valuable adviser first seeks to find out the very root cause ... Upgrade your subscription to access this article
Join the growing community of financial advisers
with unlimited access to our latest news, research and analysis of the industry.
Become a premium subscriber today. |
Latest News
Retirement confidence highest since 2020: SSGA
Despite persisting cost-of-living pressures, economic uncertainty, and heightened retirement costs, retirement confidence has increased from 24% in 2023 to 33% in 2025.
Awareness of options could boost advice access: CFS
Superannuation is the number one topic Australians want financial advice on, however a significant proportion have little to no idea they can pay for it through their super.
CSLR levy underspend expected as claim processing slows
The Compensation Scheme of Last Resort (CSLR) is set to underspend its $24.1 million FY25 levy.
Count Financial class action dismissed
The Federal Court has dismissed a class action against Count Financial and determined the applicant will pay Count's costs.
Further Reading
Cover Story
Moving mountains
MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
On top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built a highly popular social media presence that takes financial literacy to the next level. She tells Karren Vergara where her passion comes from and how she integrates it all with family life.
Expert Feed
The need to achieve real scale in advice - and serve all Australians
One of the great social challenges in financial services today is the millions of everyday Australians who want and need financial guidance but cannot ...
Are US assets becoming less desirable?
There has been so much commentary, including by us, on the twists and turns of US trade policy - notwithstanding the latest 90-day truce with China - ...
Listed private equity: A strategic opportunity amid global market dislocation
The sharp escalation in global trade tensions in 2025 has injected a fresh layer of volatility into capital markets.
How to manage the rise of 'early' inheritances
For decades, financial advice around wealth transfers has largely focused on estate planning and the distribution of assets after death. However, a significant ...
This is a good article,simple and uncluttered with the clients interest at heart, however, is the fear factor you mentioned in relation to perceived or actual peir pressure?
I have spent many years in the insurance and financial planning arena and from my experience if more people seeked financial advice and or a second opinion it would be to their advantage.We read people are being scammed every day on investments with high returns and low risk, we know that's incorrect. Most people just don't want to pay for good advice they would rather go it alone or ask their friends, then when it all goes pear shape, they may seek a financial adviser but it may be too late for them! As we know only a very small percentage of people ask for help. If more people asked for help with their planning less mistakes would be made. Adverse articles with respect to financial advisers doesn't help our image now or in the future.
IN SUMMARY: Some things never change!