Whitepapers

Whitepapers

Get the latest thought leadership on everything about financial planning technology. We help advisers to evolve their advice offering by sharing research, trends and latest advice techs.

What is Goals Based Advice?

by Jacqui Henderson

Goals based advice is not a new phenomenon. Financial planners have been relating advice back to client’s goals and objectives for many years. There are however, two sides to this story. Consumers see it a little differently. Based on extensive research and outcomes of the Royal Commission, they feel in many cases, goals are linked closely to product sales and that financial planning is largely focused on products, not them.

Goals Based Advice white paper

by Jacqui Henderson

Whether we like it or not, money is our 'Currency for Life'. People don't learn about money at school, so where do people learn about what to do with their money when there is no formal education around money? And how do they relate money to their life aspirations and goals?

Advice Tech Guidebook

by Jacqui Henderson

Whether you're an early adopter or laggard of new technology, one thing is for certain, it forms the foundation of any financial planning or accounting practice.

To design your practice of the future, you'll need to think about what smart advice technology will look like, removing 'old world' thinking.