Currently the Australian Financial Services industry is undergoing major review. 40% of Middle income earners in Australia seek a financial adviser but less than 20% of those who seek advice have a reasonable understanding of the products or the advice they are taking.

The majority of those who are paying for advice do not know what they are investing in, how their investment works or what the risks are.

A lack of client understanding has prompted us to work harder to ensure that our clients don't just glaze over or get dazzled by the glossy product disclosure statement and fancy industry jargon- but that they have a clear understanding of investment, risk and risk profiling. We have been doing this for years and the industry now demands it.

In the last 24 months, Australian Markets have dropped by up to 47%. In that time, we had only a handful of genuinely concerned queries. Our clients know how markets operate and the impact of global events on their situation. They are no longer "Speculators" but true "Investors". They have all benefited greatly from our Free Education.