Messages
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]
Steps to take if you can’t afford your mortgage repayments
9 January
Owning a home is a significant milestone. However, the financial responsibility of mortgage repayments can be daunting for some homeowners. In times of financial difficulty, it’s essential to find ways to manage your mortgage and avoid defaulting...[Read More]
Ways to build up and protect your finance
26 December
People strive hard to accomplish a variety of goals during their lifetime, although there’s nothing more significant than being able to spend quality time in the company of family, friends and loved ones. Indeed, investing in relationships gives...[Read More]
Preparing your home for sale
14 November
Preparing your home for sale in Australia requires a mix of strategic planning, maintenance, and marketing savvy. The process is a multi-faceted journey that encompasses both practical and aesthetic elements. Taking the time to optimally prepare...[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]
The Benefits of AI in Creating Financial Advice File Notes – By Todd Conklin
28 October
As a financial planner, I’ve experienced firsthand the challenges of creating accurate and compliant file notes. Balancing accuracy, relevancy, and time constraints is no easy feat. Over the years, I’ve used both generic AI tools like Microsoft...[Read More]
Enhance your Efficiency with the NEOS Policy Servicing Portal
28 October
The NEOS Policy Servicing Portal helps advisers manage their business efficiently and profitably. Over the past few months, NEOS has made several enhancements to improve the user experience and overall functionality,...[Read More]
From Volatility to Opportunity: Investing in a Cooling Economy – Magellan
2 September
Fears of a Hard Landing Are Overblown Recent economic data suggests that fears of a hard landing are likely exaggerated. After our assessment, we maintain that a soft landing remains the most likely scenario, with only a 30% probability assigned...[Read More]
Upcoming Events
2 September
September - Date TBA - Investment Committee Meeting October 7th - Labour Day November 25th-27th - AIOFP Conference (Canberra) November 28th - PD Day and Christmas Function December - Date TBA - Investment Committee Meeting ...[Read More]