Adviser Ratings

In a rapidly evolving financial landscape, resilience isn’t just an asset—it’s a necessity💪 Our latest article below reveals how top advisers are not just surviving but thriving in 2024... How are they adapting to market shifts, regulatory changes, and client expectations? #2024AdviceLandscape #AdviceMatters #AffordableAdvice #FinancialAdvice Lonsec, Numerisk. Global X ETFs AU, Pro Bono Financial Advice Network (PFAN), intelliflo, UniSuper, Australian Retirement Trust

Discover some of our top picks of the week from the latest reviews on the Adviser Ratings website! Check out what clients are saying about these standout financial advisers. Andrew Newburn of Evolution Business Personal Advisers in Warners Bay, NSW "Andrew thoroughly knows his products and provides a very high level of customer service. Andrew's detailed knowledge showed through his excellent advice and he's always been available for follow-up queries and ongoing support." ⭐⭐⭐⭐⭐ from Andrew, 35 - 45 years Alexander (Xan) Kitchin of Wealth Connexion in Kangaroo Point, QLD "Xan explains things thoroughly and clearly with reasons for his recommendations. Any time we have had questions or concerns we have phoned or emailed and Xan’s response time has been amazing. He quickly grasps the situation and offers solutions that align with our goals." ⭐⭐⭐⭐⭐Maria, 65 years Cassandra Pearson CFP® of River City Financial Planning in Brisbane City "We wanted to make sure we were on the right track for the retirement we had envisioned, especially as superannuation can be complex and ever-changing. We were immediately impressed with Cassandra. She had done her homework with the documents we had provided and was 100% focused." ⭐⭐⭐⭐⭐ Silvana, 56 - 65 years Yashar Maghrebi of PSK Private Wealth in Sydney "Yashar has been of very valuable assistance in regard to giving me advice in relation to my investments and my pension. Yashar's advice has allowed me to have peace of mind especially in regard to the continuing management and growth of my investments." ⭐⭐⭐⭐⭐ Denise, 65 years #reviews #financialadvisers #financialadvice #advicematters

Half a million Aussies ‘sacked’ by their advisers as firms chase wealthier clients 💼💰 The Australian Financial Review talks to Angus Woods who says the shift isn't just an ethical dilemma—it's a systemic one! “These regulations aimed to protect consumers from poor advice have inadvertently led to nearly half of the advisers leaving the profession or focusing only on wealthy clients,” says Woods. Some advisers let go of lower-fee clients to stay profitable, while others focus on ‘sophisticated’ or ‘wholesale’ investors due to less regulatory disclosure. Rebecca Pritchard of Rising Tide Financial emphasises: “If a financial planner can no longer serve a client, they should clearly communicate this and help them transition to another planner or a self-directed approach.” 🔍📈 Find the latest industry research in comments: 2024 Advice Landscape Report, proudly sponsored by Lonsec, Numerisk. Global X ETFs AU, Pro Bono Financial Advice Network (PFAN), intelliflo, UniSuper, Australian Retirement Trust #AdviceMatters #AffordableAdvice #FinancialAdvice

What makes the most successful advice practices stand out? Our nationwide survey uncovers how top practices achieve high profit margins, leverage technology, and benefit from a high ratio of female staff contributing to revenue. Discover the key characteristics of the best practices in 2024 and learn how your firm can flourish. #FinancialAdvice #BusinessGrowth #Technology #AdviceLandscape

Don't miss our friends' at ausbiz's free virtual investor event. Live or on-demand and free! Learn about: 🚀 Beginning the wealth transfer journey 👨👩👧👦 Navigating different generational approaches to investing 🏢 Key considerations for those controlling a family business 💼 The transition of generational wealth to women 💻 How technology can help (or hinder) in the wealth transfer process ⚠️ Mitigating the risks of family break-ups and other issues 📊 Structuring succession including tax, trusts, companies, SMSFs, and the overall timing of wealth transfer

The Adviser Ratings website is constantly receiving new reviews for everyone to check out! Here are some of our top picks from this week: Chris Pomaroff CFP® of LDB Wealth Solutions in Blackburn, VIC "I would highly recommend Chris. I am no financial wizard but he explains everything thoroughly and in a way that is understandable. A very personable, patient and succinctly spoken man. Generous with his time and advice." ⭐⭐⭐⭐⭐ from Irene, 56 - 65 years Megan Hodge of Dobbrick Financial Services in Ipswich, QLD "Megan's energy and listening ability as well as her personable manner was refreshing and instrumental for us to determine our future needs. We would happily recommend Megan to future clients." ⭐⭐⭐⭐⭐ from Malcolm, 56 - 65 years Jane Powdrell CERTIFIED FINANCIAL PLANNER® of Sage Outcomes in Upper Mount Gravatt, QLD "Jane’s knowledge is incredible, she has a very calm and understandable way of explaining things. I am super happy I had Jane as my financial planner and would highly recommend her to anyone looking for help." ⭐⭐⭐⭐⭐ Julie, 56 - 65 years Adil Valani of Stellar Private Wealth in North Balgowlah, NSW "We were connected to Adil, as our father passed away and our mother needed support and guidance in preparing for her future. Adil provided us with sufficient information about the best foot forward. Adil is approachable and explains things in layman's terms. He gave us a confidence and positive feeling about our financial future." ⭐⭐⭐⭐⭐ Carmel, 65 years #reviews #financialadvisers #financialadvice #advicematters

🔥✨ Celebrating NAIDOC Week 2024 with a commitment to "Keep the Fire Burning" 🔥✨ As we reflect on the rich cultural heritage of Aboriginal and Torres Strait Islander peoples, we recognise the importance of preserving traditions and knowledge. This week, we stand in solidarity with Indigenous communities, acknowledging their resilience and contributions to our society. Together, we can ensure that the fire of knowledge and wisdom burns brightly for generations to come. #teamAR #NAIDOCWeek #KeepTheFireBurning

Great article from Professional Planner ! 💬 “Businesses are suddenly able to reduce costs that they built up during the Covid-19 pandemic and therefore around 50% of practices have started to use AI.” - Angus Woods, Adviser Ratings MD 💬 “Using an AI transcribing service has helped reduce a three-hour transcription time from three hours to 30 minutes.” -Andrea Jenkins, CFP, Jenbury Financial 💬 “We have structured client-facing roles to be in-house, whilst back-office solutions are outsourced.” - Fran Hughes, CFP, Nexia Perth 💬 “Our focus is on ensuring the smooth transition of the merger into the new fiscal year. We will continue to hire support staff for the moment.” - Greg Cook, CEO & CFP, Eureka Whittaker Macnaught

💬 Let's talk fees! Financial advisers have had to increase fees by 58% over the past five years. With many Aussies feeling the financial squeeze, what are consumers actually willing to pay for advice? We surveyed Australians to uncover the gap between adviser fees and consumer willingness to pay. 📊 Discover how your fees compare and what type of advice clients are truly seeking in the article below or 👇Download the latest Australian Financial Advice Landscape Report - Link in comments #ClientInsights #AdviceFees #2024AdviceLandscape#AffordableAdvice #AdviceMatters Lonsec, Numerisk. intelliflo, Australian Retirement Trust, Global X ETFs AU, Pro Bono Financial Advice Network (PFAN), UniSuper

Life insurers recognise the value of advice and advisers' crucial role in supporting Australians and elevating the profession. 🎗️📈 Hear advisers' perspectives on the true impact of pro bono work: Behram Ali: “Our client needed someone with expertise in insurance claims and was so grateful for our help. MS is a slow burn, and despite her circumstances, she remained optimistic. Pro bono advice is a chance for us as a profession to give back.” Bruno Dimasi: “Having seen first-hand the impact these conditions have and the remarkable work the associated charities do, I wanted to give back and help out as best I could, which is in the area of financial planning.” Kym Coleman: “I want people to get advice to improve their financial circumstances and quality of life for themselves and their family.” Warren Strybosch: “As a founder of a not-for-profit, I’m keen to make a difference in my local community. Joining PFAN was an easy decision to offer my financial planning services to those in need.” 💬💪 Learn more about Pro Bono Financial Advice Network (PFAN)'s work and how you can make a difference in the 2024 Advice Landscape Report: https://hubs.ly/Q02DwJrJ0 📥 HUB24 Limited, Innova Asset Management , Milford, TAL Australia, Zurich Australia, InterPrac Financial Planning Pty Ltd, Financial Advice Association Australia (FAAA), SMSF Association, Professional Planner , Pancare Foundation, Motor Neurone Disease Association of Victoria (MND Victoria) #LifeInsurance #AdviceMatters #ProBonoAdvice #FinancialAdvisers