Do you have a financial planner? (why not?)
Team training - Tim Webb from Wealth Market . Key focus areas for his support;
(1) reviewing clients personal insurance (income protection)
(2) reviewing superannuation product - is the client paying too much in fees?
(3) Self Managed Super Funds Advice - if they have over @$200k in super it might be worth looking at?
(4) borrowing to invest
His key target client (who he can help the most);
(1) 35-50 yo
(2) debt over $400,000
(4) combined super over $200,000
(5) household income over $120,000