Here’s the opportunity

As this season of Future Talk wraps up, it’s great to reflect on perhaps the biggest theme touched on by each and every one of our stellar line-up: opportunity.

While we as an industry are under serious pressure, it’s also an excellent time to change things and get them right for the future.

Sally Loane and Jane McNamara talked about this in their interviews: how issues that have been holding super back, like duplicate accounts, finally have a great opportunity to be solved once and for all.

Dante De Gori discussed the opportunity advisers now have to be front-facing with clients, and proving the value of advice to those in difficult times, and there is no doubt that is happening.

Richard Klipin also shared lessons from within the New Zealand system, with practices like using super as a deposit for first home buyers. And Senator Jane Hume talked at length about the chance to make financial advice more affordable and accessible.

Finally, Andrew Walsh at Iress explored all the ways technology can drive efficiency and connection for our industry moving forward. A huge opportunity for both the super and advice sectors.

It’s been a fantastic season. Extra congratulations to Bryce Doherty and UBS Asset Management for prioritising thought leadership discussions that can help identify ways our industry can move forward. It is a critical strategic Initiative and one we will continue to pursue moving into 2021.

And to you, our community and viewers: thanks again for supporting us. The engagement numbers on the program tell us you value these discussions as much as we do.

 

Until next time,


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The opinions, advice, or views expressed in this content are those of the author or the presenter alone and do not represent the opinions, advice or views of No More Practice Education Pty Ltd. Our contents are prepared by our own staff and third parties who are responsible for their own contents. Any advice in this content is general advice only without reference to your financial objectives, situation or needs. You should consider any general advice considering these matters and relevant product disclosure statements. You should also obtain your own independent advice before making financial decisions. Please also refer to our FSG available here: http://www.nmpeducation.com.au/financial-services-guide/.

Future Talk Season 3 trailer

There’s an urgent need for big ideas at a time when some of the central pillars of Australian wealth – including financial advice and super – are showing cracks in the foundations. In the latest season of Future Talk, we talk to industry leaders, policy experts and politicians from both sides of the aisle to discuss what needs to happen if we’re going to get back on track. 

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It’s refreshing and advantageous to have someone in Government who intimately understands the portfolio they’re responsible for.