Dean Weinbren

Are your clients paying what your service is truly worth? The numbers speak for themselves: the average financial advice firm earns $3,850 per client, but the most profitable now charge $6,055. Are you ready to join them? This Business Health Pty Ltd guide will give you proven pricing strategies and ensure your value aligns with your revenue. 👉 Download now: https://lnkd.in/gxEkyAj7 #FinancialAdvice #Profitability #Pricing #Value Rod Bertino Terry Bell Tony Stephens

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Recently Paul Menge, Actuarial Specialist at Momentum Investo, calculated what the expenses for a child may add up to. The numbers were scary, but there is hope. Inflation is the usual killer. Investo did the research not to scare people off from having children but rather to empower parents with the knowledge so that they can make the best financial decisions for themselves and their future families. The sooner people start to save for major expenses the cheaper these expenses become. Find the full article here: https://lnkd.in/d4w-V2Px #financialplanning #costofchildcare

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In this episode of #ASXIdeasExchange, Catriona Burns, Wilson Asset Management, reviews the current state of the market and the key investment themes that have become dominant forces in the global economy. Listen now https://lnkd.in/gMPJjyDK #GlobalEquities #DigitalEnterprise #ElectronicMarketplaces #CriticalAssets #InnovativeHealth

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What does liquidity mean for your SMSF? As your SMSF members approach retirement age, ensuring liquidity is key. You can’t rely solely on property investments—there needs to be enough liquid assets to meet pension requirements 💼. We dive into why balancing your portfolio is crucial and how to avoid liquidity issues when managing land in super 🏡. Get the insights you need to keep your fund compliant and your retirement plan on track 📊. Watch the full episode here: https://lnkd.in/gaMdgS4w #SMSF #RetirementPlanning #PensionRequirements #FinancialFreedom #Superannuation #LiquidityManagement #WealthBuilding #PropertyInvestment #SelfManagedSuperFund #InvestmentStrategy #PensionDrawdown #SuperFundCompliance #RetirementWealth #FinancialAdvice #PortfolioBalance

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No Time To Yield. Elizabeth Moran interviews Hui Sien Koay, Head of iShares Fixed Income Product Strategy, APAC and James Waterworth, Director, Wealth Distribution Australia on how investors are currently thinking about fixed income within a strategic asset allocation or total portfolio level. #fixedincome #portfolio #investingnews #investing #wealth #assetallocation https://lnkd.in/g83yKHV3

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Investing directly into property is very popular among Australians, but access to real estate via private credit vehicles is worth considering. https://ow.ly/Z42F50TatlM CFMG Capital Andrew Thomson #SMSF #financialplanning #smstrusteenews #smsfinvestors

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🚀 Hey Gold Coast business owners! Ready to transform your marketing game? Discover how AI can automate ad campaigns, leverage predictive analytics, and enhance competitive intelligence to drive smarter, data-driven decisions. 🌟 DMKT is now looking for 2 new accounts to supercharge with our AI-powered SEM & SEO services. Visit dmktperformance.com.au and book an initial discovery call today! 👉 dmktperformance.com.au 📞 Book an initial discovery call #MarketingMagic #AIinMarketing #SEOTips #GoogleAds #BusinessGrowth #LeadGeneration #DigitalMarketing #MarketingStrategy #AItools #CompetitiveEdge #dmktperformance

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Investors Advisors is here to guide you every step of the way! 🏠📊 Whether you're new to investing or a seasoned pro, we've got the insights and strategies to elevate your game. 📈✨ Let’s build your wealth together! 💼 𝗛𝗮𝘀𝘀𝗮𝗻 𝗣𝗵𝗮𝗿𝗮𝗼𝗻 𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝘀𝘁 📩[email protected] 📞 04 24 26 55 25 #investorsadvisors #realestate #propertyinvestment #linkedin #wealthcreation

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In-Depth Research Process to Elevate Your Financial Advice Step 1: Investment Strategy Research - Analyse investment products and assess risk profiles - Identify opportunities - Align investment portfolios with client goals Step 2: Superannuation Fund Analysis - Evaluate fund characteristics and compare funds - Consider appropriate retirement strategies - Elect the most appropriate super fund Step 3: Insurance Evaluation - Customise protection plan based on insurance needs - Compare insurance options for optimal cover - Select most appropriate insurance policies Step 4: Data-Driven Decision Making - Provide analysis for SoA or strategy adjustments - Offer benefits and costs of specific strategies - Enhance client confidence with documented advice CTA: Discover how we can help your firm at https://lnkd.in/gybpkn9j #InvestmentResearch #FinancialAdvisers #Superannuation #Paraplanning #Australia #Finance #BusinessDevelopment

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🟢 UCS Advisors' Green Nugget Advisory Tip: Track Your Investor Connections 🟢 When navigating the fundraising journey, it’s not just about who you talk to—it's about how you got connected. Are you keeping track of your investor conversations AND the details of those connections? Make sure to note how you connected with each investor. Was it through a direct reach-out, an introduction, or a specific platform like LinkedIn? Understanding the origin of your connections can help you refine your outreach strategy and build stronger relationships. Remember, the details matter. Keep track, stay organized, and enhance your investor relations. #GreenNuggetTips #UCSAdvisors #InvestorRelations #Networking #Entrepreneurship #StartupSuccess #FundraisingStrategy

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