Rob’s Corner

3 February

If nothing changes for you this year, what's the consequences?      Would you be OK? Would you be disappointed? What do you reckon?     For me, I'd be disappointed.      I want to be fitter, have more energy, travel...[Read More]

Protected: Financial Services and Credit Panel (FSCP)

3 February

This content is password protected. To view it please enter your password below: Password:

Focused Goals – By Michael Messinesi 

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]

Bringing Calm to Your Daily Schedule 

28 October

Last night, I woke up at about 2 a.m., feeling worried and hassled. I couldn’t shake off a nagging sense of uncertainty and an invisible discomfort I had brushed under the carpet of chaos throughout the day. What did Tim mean by saying X? Why...[Read More]

Rob’s Corner

2 September

Welcome to our very first newsletter! The purpose of the newsletter is to keep you up to date with what’s going on within Templestone, but also to give you information that might make “life” a little easier. You will see these newsletters...[Read More]

The Golden Circle: Finding Purpose in Financial Advising

2 September

Ever feel like you’re just going through the motions as a financial adviser? Let’s hit pause and dig into why you really do what you do. This article dives into Simon Sinek’s Golden Circle and the concept of Ikigai to help you find your deeper...[Read More]