Dear Ian, I am your customer and as a CBA shareholder, you are my employee. You are the CEO of Australia’s biggest bank, Australia’s most substantial wealth manager and adviser. You have a responsibility to restore confidence. You have a responsibility to Australians who look to us in the financial services industry to provide for […]
bluepoint consulting
Why debt in retirement is a bad idea
SYDNEY 22 August 2013 – Debt in retirement is a bad idea, a very bad idea, says Tony Bates¸ director Bluepoint Consulting. ‘Retirement is the time to stop peddling so hard, especially for health reasons. Life is not a race to see who gets to the finish post with the most.’ Negative gearing is rarely […]
newsflash: FOFA still misses the point, adviser warns
SYDNEY Thursday 31 July 2013 – A retainer or flat-fee model is more pure than the model to which FOFA has been trying to drag the industry, a leading independent financial adviser says. ASIC’s Phase 2 Report released today found that the majority of big advice firms are majority owned by big product firms and […]