Luke JensenFeb 261 minWhen your SMSF is no longer suitableThis client story highlights the importance of ensuring client needs are regularly reviewed and advice strategies adjusted accordingly....
Luke JensenAug 2, 20223 minProtect yourself from scamsI was speaking with one of my clients recently and they shared their story of a very near-miss with a scammer whilst trying to sell their...
Luke JensenMay 25, 20222 minSimplifying over-complicated adviceSometimes I meet clients whose investments simply don’t align with their actual needs, and their financial advice has become more complex...