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It’s a given that clients want their financial adviser to be an expert – wisdom, knowledge and industry experience is par for the course. But what about the other personality traits and ‘soft’ skills of a great financial adviser? Former AMP Horizons director Tim Steele once described the attributes needed to succeed in a financial planning role as a love …

Please check out my latest 2 minute Vlog – Due Diligence: When do you do it, and why?  

There’s much to be learned about business from a qood quality Netflix series. ‘The Crown’, the network’s popular TV series exploring the life of Her Majesty Queen Elizabeth II is no exception. Why? Because the British Royals obviously spend a great deal of time thinking about succession plans. Just like any successful business, one of the world’s grandest and longest …