Why these advisers are choosing to train in aged care advice
Specialist aged care-qualified advisers are growing in number. We talk to three who have recently completed specialised education in the area to meet client demand. We have an ageing population and aged care legislation that continues to change and increase in complexity. Whether it’s for current clients, their parents, or for new clients, there is […]
Three times a winner
Last year Capital Partners WA won the FAAA Professional Practice of the Year Award for the third time. “This recognition is significant. It reflects the incredible dedication of our team and, just as importantly, the trust and confidence of our clients,” said Capital Partners managing director Charmaine Lamprecht. “Awards like this are not achieved in […]
Coaching and advising clients going through divorce
Dominique Bergel-Grant, of Leapfrog Life, is always focused on learning to better support her clients. She is a specialist divorce financial planner, a collaborative coach, mediator, CDC Certified Divorce Coach®, and CDC Transition & Recovery Coach®. She says supporting clients through divorce is her niche now, and is an area that was much needed and […]
50 years on and still going strong
There are few practices that have celebrated half a century advising Australians and Nowak Financial Services is one of them, celebrating its 50th anniversary in June. The Brisbane-based practice started with Joe Nowak (former AFA President) in 1975; Joe had been a life agent since 1970. Now run by his youngest son Michael Nowak CFP®, […]