"I wanted to put on the record how grateful we are for the support, advice and help we have received from our application manager, Tim Prest, and all the team at SimplyBiz. If we've ever made one absolutely, 100% correct business decision, never to be questioned or re-considered (even with the benefit of hindsight) - employing the services of your firm would be it!"
Lee Financial Planning
The kids are alright
November 07, 2018
Why intergenerational advice may be so vital to the future of your firm
When poor will planning leads to family feuds
October 31, 2018
APS Legal examines the ways in which insufficient will preparation can create acrimony across the generations.
Ken Davy: Time to take responsibility
October 24, 2018
Ken discusses why SMCR will make it tougher for wrongdoers to avoid the blame game.
What qualifications does a paraplanner need?
October 19, 2018
NMBA’s latest survey examines whether paraplanners need Level 4 qualifications