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Media Release: Adviser fp wins 2016 Practice of the Year award
Media release – 24 October 2016 – Lonsdale names 2016 award winners Lonsdale Financial Group (Lonsdale) announces it’s financial planning practice awards for 2016. Announced in October at the Lonsdale and IOOF Alliances Annual Conference in Phuket, the 2016 Lonsdale ‘Practice of the Year Award” was clinched by financial planning business, Adviser fp from Parramatta in NSW. The Lonsdale award acknowledges […]
Read more...Business continuity & succession: Are you protected?
Insurance is used as a funding solution for several different aspects of business continuity and succession planning. This article looks at the intent behind each type of cover and the structures possible. Several ways insurance is used as a funding solution for different aspects of business continuity and succession include: Business succession planning (eg through […]
Read more...Risks in Retirement
At first glance, and certainly for those who remember the uncertainty and impact the Global Financial Crisis (GFC) had on retirement portfolios, many people regard investment risk as the single most important risk to retirement. Investment risk refers to the level of volatility, or fluctuation in investment returns, an investor is prepared to […]
Read more...Goals-based Financial Planning
Throughout our lives many people feel as if they are moving from one financial hurdle to the next. Inevitably, many, without a clear goal in mind, risk becoming disengaged in how they manage their financial assets, begin to question why they’re working so hard and start to wonder what it’s all for. Evidence suggests that […]
Read more...Adviser fp wins Lonsdale Planner of the Year
Troy McPhee of Adviser fp has been named Lonsdale Financial Planner of the Year at the recent Lonsdale and IOOF Alliances annual conference, beating three other finalists for this prestigious national title. The award is the highest individual honour given to a planner within the Lonsdale network and is awarded to the planner who best […]
Read more...Greater good in the Greater West
As a strong advocate of professionalism, Simon Clifford CFP® views the FPA Professional Practice brand as a safe harbour for consumers to turn to. Practice: Adviser fp Established: January 1990, re-branded July 2012 Licensee: Lonsdale Financial Group No. of practitioners: 4 No. of CFP® practitioners: 3 Remuneration: Fee-for-service, insurance commission Became an FPA Professional Practice: […]
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