Client Engagement

By: Gemma Siddle

Eldon Financial Planning

If you don’t feel the love for your clients, why work with them? By Gemma Siddle.

By: Kevin Deamer

Managing Director & Founder

KMD Private Wealth Management

Kevin Deamer makes a point of rehearsing what happens when the time comes for Executors to complete all the necessary paperwork.

By: Amyr Rocha-Lima

Chartered Financial Planner

Holland Hahn & Wills

Retirement planning is a core function of the Financial Planning profession. Amyr Rocha-Lima discusses why our job is not just to help clients accumulate resources but to help them as their coach and cheerleader as another life stage begins.

By: Garry Hale

Managing Director

HK Wealth

You’ve taken on a new client, given them a great initial Financial Planning experience, followed up with an Annual Planning Meeting and are wondering what now? By Garry Hale.

By: Steph McDonald

Chartered Financial Planner

HarperLees

Often meeting number two, the ‘draft’ planning meeting is another time to shine. It’s when life and money come together to show what’s possible.

By: Anthony Villis

Managing Partner

First Wealth

Clients tend to seek advice when big life events come along: selling a business, stopping work, a new business, birth of a child, a new house, ill health, divorce. It’s no surprise that people often have heightened emotions that affect their decisions. Anthony Villis explains.