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How to handle constructive feedback

How to handle constructive feedback

Feedback or criticism from a colleague or client, can come as a bit of a shock, even if it is well intended. Here’s how a behavioural finance expert recommends coping with such feedback.

Who inherits your super?

Who inherits your super?

Clients often assume their superannuation will be paid in accordance with their will. However, this is not necessarily the case and a conversation around estate planning is key.

Planning tips for a happier retirement

Planning tips for a happier retirement

Retirement is about more than just money, investments and never having to work again. Amongst other things it’s about having more time for the things you enjoy, while at the same time finding a new purpose.

Tailoring advice for different client personalities

Tailoring advice for different client personalities

When offering financial advice to clients it’s important to understand their unique personalities and behaviours.

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