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AMP Advice Summit 2018 | Update

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AMP, HILLROSS, paraplanning, TNT

When Jack Ragan, CEO AMP Advice, opened the summit by telling us that the demand for advice has doubled since 2013 and the demand is only increasing. He then asked the 2000+ Advisors in the new International Convention Centre (ICC) – Is your business changing to cater to this demand? There were some nods, some head tilts and some blank concerned looking faces as I looked around at our peers.

The TNT team in attendance looked around at each other with a confident smile, as every innovative service TNT offers will support all Advisors with their demands and we were excited about the opportunities. It goes without saying that we need to continue delivering superior quality and service to our current clients but it also proved that there is so much opportunity to grow our current offerings:

  • Paraplanning
  • Revolution Service (Business & Efficiency Coaching); and
  • FUSE | The optimum AMP workflow and compliance Blueprint overlaid into Worksorted, a ready to implement leading financial services CRM.

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2017 started with a bang!

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TNT

Now that we’ve settled in to 2017, we thought we’d drop a quick update as to what’s happening in our world and how this may affect you.

It was a crazy end of 2016 all around, with our paraplanning team pushed to capacity. We have now reset for the year ahead and are committed to continual improvement of our services to ensure your plans are of the highest quality within our standard 5 day turnaround. We appreciate all feedback and suggestions as to how TNT can make your working lives easier, so please drop us a line any time.

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7 golden rules for SMSF investors

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AMP

Investing during times of market stress and volatility can be difficult. For this reason it’s useful for SMSF investors to keep a key set of things – call them rules – in mind.

The seven key rules, in my view, are: be aware that there is always a cycle; invest for the long term; turn down the noise; buy low and sell high; beware of the crowd; diversify and focus on investments offering a sustainable cash flow.

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