Blog
Rob’s Corner – Trust
2 October
I have been around a while now, and was able to realize a very long time ago, that building Trust was almost the most singular important thing you can do in “Life” or Business. Some of you have heard me talking about “Building and...[Read More]
My Approach to Effective Advice Engagement and Preparing Financial Advice Documents
2 October
The use of technology in the delivery of advice and efficiencies gained. Ever since compliance has ramped up and has made the advice process a more tedious journey, I had sought ways to find efficiencies where possible in order to deliver advice...[Read More]
Evergreen Market Commentary – September 2025
2 October
Over the last couple of months, there has been several key developments across both domestic and global markets that will likely shape their course over the remainder of the year. At a global level we have seen the US central bank re-commence its...[Read More]
La Trobe Australian Credit Fund
2 October
As Australians continue to search for durable sources of low volatility income, La Trobe Financial sits at the forefront of this demand. This year the La Trobe Australian Credit Fund created an extraordinary $793.7m in new wealth for our investors...[Read More]
The future of Financial Planners (Advisors) with the Advent of AI
2 October
Artificial Intelligence is profoundly reshaping the financial planning profession, driving change not only within its practices and methodologies but also across the broader organisational landscape. Financial advisors leverage AI across a wide...[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]
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]
Protected: Compliance Corner – Tax Deductibility
28 October
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