When we discuss Trauma insurance with clients, they often tell us that they have private health cover, so they don’t see the need for trauma insurance. In reality, these two kinds of insurance are very different. There is a general belief that, if you have private health insurance, all your medical expenses are covered in the event of a significant illness. Unfortunately, this is often not the case. Read more
The Institute of Managed Account Professionals (IMAP) has announced the establishment of an industry working group to develop data standards for the exchange of managed accounts model data. Read more
Donna Picton’s primary role may be branch manager and private wealth adviser but she views mentoring as a natural extension of her core roles. Read more
Managed Accounts are a great investment structure option for investors and advisers. Their ability to maximise wealth growth through customised solutions can be an attractive solution. Read more