Thank you so much for your help with becoming directly authorised – it’s been so much easier than I thought.
You have all been so helpful and professional and I am still quite stunned by the support from SimplyBiz. Whenever I ring up, the response is always more thorough than I would have expected.
I really am very, very pleased I joined - here’s to a bright new future.
Shore Financial Planning
"Pension freedom chickens head home to roost"
August 15, 2018
In his latest blog, Ken Davy discusses how, in his opinion, the full extent of repercussions from pension freedom are still not fully revealed.
Estate planning red flags
August 10, 2018
Erica Hancock of APS explores the estate planning red flags which may mean danger for your clients
NMBA vote: Do clients care if advisers are independent or restricted?
August 08, 2018
Tom Hegarty takes a closer look at the most closely fought NMBA quick vote to date.
"Time for your 2018 reboot?"
August 01, 2018
Ken Davy muses on the importance of taking time out to recharge your batteries