In the highly competitive financial planning sector, it is critical that advisors strive for excellence if they wish to stand out as providing a top-tier service. Brilliant planners- those who offer sound advice and consistently outperform their competitors- tend to share several smart practices that contribute

As the leading mortgage book valuer and lender in Australia, we see a tremendous range of mortgage broking businesses come across our desks. Some have lost the way or stagnated and are worth little more than the value of the underlying trail book. However, others continue