Investment update video for clients of Tupicoffs, The Independent Financial Planners. Discussing the current stock market position.
An article by Professional Planner about our Certified Financial Planner, Mark Milner.
Recently, our Paraplanner Cynthia was featured in a great article by Griffith University. They discussed her win as Paraplanner of the Year at the FPA Awards, and what it meant for her.
"I talked about how Paraplanners should be encouraged to stand up against bad planning advice, and understand they they have their own technical competence that should be valued. They are just as much the professional as the financial planner themselves."
To read the full article, click here.
When Neil Kendall first got into financial planning, he thought he had an opportunity to change the lives of 100 families. When he started a financial planning practice, he thought the opportunity would be greater - perhaps 1000 families. But even that falls short of where he is now. To read the full article, click here.