Blog
Rob’s Corner
1 June
Where are we? We are nearing the end of the Financial Year and I thought in this article, I would give a bit of an update on the state of play in Templestone. A famous quote possibly from Oscar Wilde reads - Good judgement comes...[Read More]
Protected: Compliance Update
1 June
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Future Insurability within Insurance Portfolio’s
1 June
An insurance contract is in place to protect your client not only today, however into the future. When certain personal (or business) events happen i.e. increase in mortgage, birth of a child, and insurer will typically allow increases without...[Read More]
Helping Clients In a Small Town by Mark Hoy
1 June
We all want high networth clients, the same amount of work goes into servicing them as clients with smaller balances. In a small town, over the last 15 years, I have taken on lots of clients who cant afford to pay very much. It wasn’t ideal, I...[Read More]
Evergreen Market Commentary – June 2025
1 June
Financial markets have seen a remarkable couple of months highlighted by dramatic swings across both equity and bond markets as investors digested the seemingly daily developments of what could be a new global regime. Global trade has dominated the...[Read More]
Rob’s Corner: Building Trust and Honing Soft Skills
31 March
It has been said that only 15% of your success in life will depend on your technical skills. The other 85% relates to your communication, interaction and human relations skills. In a recent study (in the USA) it was interesting to note...[Read More]
Protected: AI and File Noting
26 March
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iExtend Business Update
26 March
A recent poll of Australian financial advisers in February 2025 found more than three-quarters (79%) have experienced a higher rate of life insurance cancellations over the past 12 months. Seven key factors driving policy cancellations...[Read More]
Evergreen Market Commentary – April 2025
26 March
In recent months financial markets have seen a material pick up in volatility as President Trump looks to implement his new policy agenda, while the rest of the world has responded with their own initiatives. This has all come at time when the...[Read More]
Why I Chose Professional Year Advisers – And Why You Might Want to As Well
26 March
Let’s be honest, building a financial advice business from scratch can be expensive. When I started out, I was offered a “book” of clients earning $250k+… for a cool $1 million. As a young adviser, that kind of number was enough to give me...[Read More]
Protected: Financial Services and Credit Panel (FSCP)
3 February
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Focused Goals
3 February
Many years ago, I read two books that helped me with my personal and business planning. Since then, I have applied the lessons and benefited. The One Thing by Gary Keller and Jay Papasan Eat That Frog by Brian...[Read More]
Strategic Offshore Staffing: A Game-Changer for Australian Financial Advisory Firms
3 February
Outsourcing is not a new concept. It involves contracting out business processes to a third party, enabling companies to focus on core activities. For Australian advisory firms, the mounting pressures to deliver superior client service while...[Read More]
Perceived Value of Advice
3 February
We’ve been talking a lot about the value of advice, but are we looking at it the right way? As advisers, we know the importance of what we do—we guide, inspire, and help people plan for a better life. But here’s the real question: who...[Read More]
Rob’s Corner
28 October
Our family has grown and the word is out about the Culture we are building at Templestone so my first message is one of "welcome" to all our new advisers. I thought this month I would devote the next few paragraphs to some numbers that...[Read More]