The Future of Financial Advice

According to Mentor Education, two factors will guarantee future success for advice firms even amid current lobbying and the events of the Hayne royal commission.

The financial services education group said successful advice firms depend on two key factors. The first is innovation by adopting and applying new technologies, processes and management/HR practices.

The second factor, is structural adjustment, whereby practice operational resources are shifted to the most productive sectors of the business in order to ensure exceptional client experiences are delivered with each client interaction without fail.

As a business, we pride ourselves on always delivering a quality of service that is second to none in our industry. Part of the reason we have been able to do this has been our keen adoption of technology and acceptance to the clear advantages that it can create, and the other is that we are a ‘client first’ firm. The first question we ask ourselves when making a decision is, “is it good for the client?”

We will continue to focus on productivity improvement and as a team undertaking study programs to improve our entrepreneurial proficiency and internal management skills.

“Rather than expending energy resisting the forces of change that have engulfed the advice sector, there is a very solid and growing core of planners focused on preparing their practices for the future.” said Mentor Education managing director Mark Sinclair.

As a leading Brisbane Financial Advice firm, Nexus is always focusing on the future. While our competitors are seemingly “getting out of the game”, we are keenly focused on the future and how we can help our next client.

Source: ifa & Mentor Education

Need more information?

A short phone call is all it takes to find out how our advice can help you improve your financial position.

  • If you’ve been discussing your goals and finances, and someone you know is curious, let us know!

    Call us on: 1300 473 347 or share their details below…

  • Your Details

  • Existing Client?

  • Referral Details

  • This field is for validation purposes and should be left unchanged.
  • Free Tax Efficiency Review

    Yes, I want to assess the tax efficiency of my personal finances…

  • This field is for validation purposes and should be left unchanged.
  • Yes, I want to know more about buying property using my super!

  • This field is for validation purposes and should be left unchanged.