"I would recommend that anyone contemplating the journey towards direct authorisation enlists the assistance of SimplyBiz. They are veterans of the direct authorisation application process and have succeeded thousands of times at taking firms through to successful authorisation. SimplyBiz made the whole application process less stressful and easier to manage, particularly when it came to corresponding with the Regulator.
All of the staff at SimplyBiz that I have had the pleasure of coming into contact with appear to be very highly trained and good at what they do. The overall impression is that they have the right people, with the right skills, in the right job, that enables them to get the right result. It gives me great pleasure to be associated with such a forward looking, pioneering and progressive organization.”
CW Capital Management
"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