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5 Life Planning Tips for the Novice
By Brittany Fisher on February 22, 2021Read moreOur Guest Post introduces the essential for those who want to create a Life Plan.
00No-Regrets Guide to Retirement
By Glenis Phillips SF Fin on February 17, 2021Read moreFor those who are looking for a financially secure and fulfilling retirement, this book will motivate you to succeed…
Stocks on the Move
By Glenis Phillips SF Fin on January 27, 2021Read moreA valuable resource for those who self-manage their Share Portfolio
Financial Mappers brings KiwiSaver to New Zealand
By Glenis Phillips SF Fin on November 28, 2020Read moreIntroducing New Zealand Financial Advisers to Financial Mappers with KiwiSaver.
Does your software answer difficult financial planning situations?
By Glenis Phillips SF Fin on November 27, 2020Read moreAre you completely satisfied with your financial planning software?
Master your Super
By Glenis Phillips SF Fin on October 29, 2020Read moreFor those with an SMSF or thinking of starting one, this is a “Must Read”.
My Money Mentor
By Glenis Phillips SF Fin on September 26, 2020Read moreThis book teaches young people how to manage their money so they can make sound financial choices.
Christmas Countdown Is your Money Ready
By Glenis Phillips SF Fin on September 13, 2020Read moreWith the holiday season just around the corner, it is time to think about your budget.
Millennials the Future of Financial Advice
By Glenis Phillips SF Fin on September 8, 2020Read moreUnderstanding the values and drivers of Millennials is the first set in positioning your financial advisory firm for the…
Financial Advisers Three Top Innovations to Demonstrate the Value you Provide
By Glenis Phillips SF Fin on August 12, 2020Read moreFinancial Advisers explore new ways to demonstrate the value to add for you clients.
Advisers can make a difference to the nation’s financial well being
By Glenis Phillips SF Fin on July 21, 2020Read moreFinancial Literacy is a means by which Financial Advisers can empower their clients and improve their financial well-being.
Together Australia Brings Financial Literacy to National Prominence
By Glenis Phillips SF Fin on June 26, 2020Read moreCOVID-19 has brought communities together in many ways. Now it’s time to get help with your money problems.
Mortgage Brokers: What’s Best? Know your Client or Educate your Client
By Glenis Phillips SF Fin on June 23, 2020Read moreEducating Clients will support the KYC Rule.
Employers – Remove Financial Stress for your Staff and see the Benefits
By Glenis Phillips SF Fin on June 17, 2020Read moreSave loss of productivity with a free financial literacy program.
Get the right help to handle the conflicts and confusion of ageing
By Glenis Phillips SF Fin on June 12, 2020Read moreWhether you are planning the latter years of your retirement or helping your parents find out some of the…
Affordable Accessible Advice for All – Australians want it
By Glenis Phillips SF Fin on May 31, 2020Read moreGlenis Phillps is interviewed by Scott Cundill to explain new options for increasing practice efficiencies.
Life-First Advisor
By Glenis Phillips SF Fin on May 16, 2020Read moreThis book is highly recommended reading for all Financial Advisers.
Financial Mappers is now integrated with Worksorted
By Glenis Phillips SF Fin on May 12, 2020Read moreFind out how these two platforms have been integrated.
Aged Care – Who Cares?
By Glenis Phillips SF Fin on May 9, 2020Read moreGlenis Phillips, of Good Financial Reads, reviews “Aged Care – Who Cares?” by Rachel Lane & Noel Whittaker.
Financial Review reveals threats to Financial Advisers
By Glenis Phillips SF Fin on May 3, 2020Read moreAleks Vickovich of Financial Review reveals threats to Financial Advisers.