Insights & News

Guru’s Guide to Self-Managed Super Funds
By Glenis Phillips SF Fin on July 22, 2019
This book is the perfect reference book for both the SMSF Trustee and the SMSF Adviser
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An Innovative Client Portal for Financial Services
By Dr David Phillips (CEO Financial Mappers) on June 20, 2019
An Innovative Client Portal for Financial Services –
allowing co-planning and sharing plans.
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Adviser Innovation Summit 2019
By Glenis Phillips SF Fin on May 23, 2019
If you missed the Summit, watch our on stage presentation.
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FinaMetrica’s Risk Profile
By Glenis Phillips SF Fin on May 2, 2019
Learn the Mystery of Risk and Return when Investing
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Book Review – A Bundle of Wisdom
By Glenis Phillips SF Fin on March 16, 2019
These four books from Noel Whittaker are the best value $20 can buy.
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