Recently riskinfo, one of the financial news outlet publishers, ran a “virtual roundtable” where 6 key people within the financial industry discussed Advice 2.0: Upgrading the advice process.
This topic is music to our ears as we see that the advice process is moving on and technology is slowing making it easier and more affordable for advice to be delivered. It was great to have Fraser Jack giving his insights.

The way we see it is, if we embrace change and if change can be used to help clients engage with how their money works then why not? Hopefully it will also help them to make the most of the money they have.

I know many advisers who are shit scared of what will happen when automated advice becomes the norm within Australia. Instead of looking at this as a threat, they should be looking at where and how they add value to their clients today.

Here is the link to the the virtual discussion: Riskinfo Roundtable: Advice 2.0

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Great decision.

We can't wait to talk about how we can help. Enter your details below and we'll be in touch.

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