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

(3) dependants

(4) combined super over $200,000

(5) household income over $120,000