Unit E, Corinthian Office Park
17 Corinthian Drive, Albany 0632
Auckland, New Zealand
We’re seeing more FAPs and financial advisers expand the range of advice they provide. For some, this is about supporting business growth. For others, it’s about responding to what clients are asking for. Consumer research continues to show that clients prefer to receive advice from a trusted source who can support them across multiple areas […]
Most advisers genuinely believe their clients understand the advice they receive. The challenge is not intent but being able to demonstrate that reasonable steps were taken to support and confirm that understanding. Client understanding goes beyond disclosure or paperwork. It is about whether a client has enough clarity to make informed decisions, including understanding the […]
