People who care, working with people who care.

Message from Craig Ball

As you are fully aware our industry is going through a transition never experienced before. The new education requirements thrust upon us has caused turmoil, particularly amongst our risk-only advisers, & to this day our industry bodies are presenting us all with two options only: 1) get a degree; or 2) get out!

The consequences of this decision are devastating. I am told that suicides in our industry, across Australia, now exceed 30 in 14 months. This is frightening &, quite frankly, unacceptable.

I have no doubt that many risk advisers are becoming somewhat anxious about the prospect of undertaking a degree. Well don’t worry about the degree – the FASEA exam will send shock waves around our industry as each of us realise that the subjective questions in that exam are blatantly designed to cull, as opposed to ‘raising our education levels’.

In my opinion, our industry cannot afford to lose so many advisers. Associations like the AFA will not function effectively without decent membership; licensees will have to increase their fees to cover lost revenue; insurance companies will lose even more new business revenue & they’ll have to take on far more responsibility at claim time.

Our industry bodies appear to be sitting on their hands as valuable experience just walks out the door – experience that could be passed down to younger advisers; &, most importantly, consumers are going to have to rely on industry funds or ‘pop-up’ general advice groups for their insurance advice – this will be catastrophic, particularly when claims are submitted.

FOUNDER & DIRECTOR

A 3rd option for Risk Advisers is now available. Over the last year or so I have been working very hard to bring together a number of highly accomplished specialists who will bring their particular areas of expertise not only to those clients who I look after, but also the wider community here in south-east Queensland.

The particular areas of specialization that I initially sought & have secured are:

  • Aged Care
  • Personal & Commercial Finance
  • Pre/post Retirement Planning & Management
  • Cashflow Management
  • Financial Counselling

These services will be provided by the Australian Financial Advisory Network (AFAN), an organization established to compliment the services that Risk Advisers provide their clients. One of the main benefits that Risk Adviser’s clients will receive from AFAN will be the access to ongoing information & education delivered via regular seminars, webinars, blogs etc.

 

The benefits that those Risk Advisers who join AFAN will receive will be: 1) the ability to continue to earn an income; 2) the ability to earn additional income from the additional services provided to their clients; 3) the ability to control their own destinies; 4) the ability to exit on far more favourable terms; & 5) the opportunity to join a team of like-minded professionals who are building a comprehensive & dynamic financial service practice.

COME AND SEE WHAT IT'S ALL ABOUT

To give you & your colleagues a taste of the types of educational seminars that AFAN will be organizing, it would be our pleasure if you could join us for our first seminar which is taking place Tuesday 17 March.

One of our specialists, Mr. Paul Geisel, will be discussing a very important subject that most of us only ever address perhaps once or twice in our lifetime – “Aged Care – placing Mum & Dad in the right facility”. Paul will highlight some of the tips & traps associated with aged care & he will be joined by Mr. Kieran Hoare, from Merthyr Law, who will share a few actual case studies that all families would desperately want to avoid.

YOU ARE INVITED TO OUR FIRST EVENT

aged care information event (1)

Many of us have parents who are ageing & who, at some stage, may need to be placed in an aged care facility. Without careful guidance, or arming ourselves with the right information, the process of placing Mum &/or Dad into an aged care facility is often very expensive & time consuming. Finding out months later that our final decision was in fact the wrong decision is just soul destroying for all concerned.

MEET OUR EXPERTS

Paul Geisel

Accredited Aged Care Specialist
Accredited Aged Care Specialist

Kieran Hoare

DIRECTOR & SMSF SPECIALIST ADVISER
DIRECTOR & SMSF SPECIALIST ADVISER

INTRODUCTION TO AGED CARE

Please join us for an educational event from 4:00pm Tuesday 17th March at Figs on Sylvan, Toowong (Wests Bulldogs Rugby Club). We have no doubt that you will find this event extremely valuable & informative. Please ensure you register to attend so we can arrange catering accordingly and we encourage you to invite friends, family or colleagues.

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Attend our aged care education event

If you are considering aged care options for a family member and would like more information from the experts, we are holding an education event with an accredited Aged Care Specialist.