Midwinter launches High Value, Low Touch Advice National Roadshow 2008
Click here to find out more
Midwinter will be showcasing how advisers can now produce industry leading advice with minimal adviser impact time in Midwinter’s High Value, Low Touch Advice National Roadshow 2008 from 6th to 27th August.
• Want to provide a reasonable basis for super switching in minutes?
• Want to provide an optimised Transition to Retirement strategy in seconds?
• Want to enhance net contributions to super?
• Want to compare optimal investment gearing strategies?
• Want to dramatically reduce time taken to produce quality advice?
Click here to REGISTER NOW!
For a free trial of Midwinter’s Reasonable Basis software click here!
Meet Midwinter’s directors and see why Midwinter’s Reasonable Basis has taken financial advisers by storm. Click here to view Adviser Testimonials.
Registration is free and breakfast, lunch or afternoon will be provided. If you cannot make a session, please contact Midwinter on 1300 882 938 to arrange for a Midwinter representative to visit your office.
Visit www.midwinter.com.au or call Midwinter’s Distribution Team on 1300 882 938.
Midwinter Financial Services Pty Ltd (ABN 22 121 020 620) is an independent software provider specialising in the development of financial advice solutions. Financial advisers may not be able to satisfy their legal advice obligations in relation to s945A of the Corporations Act 2001 solely applying Midwinter’s Reasonable Basis to product replacement advice.
Recommended for you
Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.
Shaw and Partners has merged with Sydney wealth manager Kennedy Partners Wealth, while Ord Minnett has hired a private wealth adviser from Morgan Stanley.
Australian investors are more confident than their APAC peers in reaching their financial goals and are targeting annual gains of more than 10 per cent, according to Fidelity International.
Zenith Investment Partners has lost its head of portfolio solutions Steven Tang after 17 years with the firm, the latest in a series of senior exits from the research house.
