Well, the Banking Royal Commission is over and the recommendations have made it clear – you either work on a regular basis with a financial planner to improve your wealth – OR YOU DON’T.

There won’t be any “middle ground” in the post Hayne world. Financial Planners will have to engage with clients in a more regular and committed fashion. 

Clients can expect a raft of new services from their planners – these include:

  • Regular interaction around your overall wealth position
  • Specialised mobile apps and computer reporting to clients
  • Your planner becomes a “project manager” for your family’s wealth

 

At CSCG Financial Planning, we see this as a step in the right direction – clients pay monthly fees for a service that really delivers measurable results.

Strap yourselves in – we are in for a new kind of ride!

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