Do you struggle to continually demonstrate the value of your advice to some clients? Unfortunately, many advisers do, which is why we’re highlighting the ripe opportunity FY 24 presents.
In this session John Perri, Head of TapIn & Technical Strategy, will share how you could use catch-up concessional contributions to re-engage your clients and why now is the time. Plus, he’ll outline the advantages of using innovative retirement income solutions to demonstrate your ongoing value to all clients. It’s a session full of timely insights you’ll be excited to apply.
Duration: 45 min
CPD: 0.75
Demonstrate the value of your advice
ESG Insights
Join us for our ESG insights webinar where Frances Taylor, Head of Investments and Managed Portfolios for North, facilitates a live Q&A with industry experts including Jeremy Dean (Head of Regnan and Responsible Investment Distribution, Pendal Group), Estelle Parker (Executive Manager, RIAA) and James Harwood (Senior Portfolio Manager, ESG Strategies, Russell Investments).
Expiry: 7 June 2024
TapIn’s EOFY strategies webinar
Robert Simon & Deepali Joshi
Are you ready for the EOFY? Get up to speed with the 30 June tax and super strategies and optimise your clients’ ability to accumulate and protect their wealth.
Duration: 60 minutes
Find out moreStrategies to build comfort and confidence in retirement
Ben Hillier | CPD 0.75
Ben discusses a first of it’s kind, innovative retirement income solution, designed to help your clients achieve comfort and confidence in retirement.
Duration: 45 minutes
What you need to know
This page is provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It is for adviser use only. It contains general advice only and hasn’t taken any person’s specific needs or circumstances into account. A person should consider whether it is appropriate for them based on their own financial position, objectives and requirements and seek financial advice before making any financial decisions. Visit northonline.com.au to obtain the disclosure documents and target market determinations for MyNorth Super and Pension and MyNorth Investment. Past performance is no guarantee of future performance.
You can read the AMP Financial Services Guide online for more information, including the fees and benefits that AMP companies and their representatives may receive in relation to products and services provided. You can also ask us for a hardcopy by contacting us on 1800 667 841.
MyNorth is a trademark registered to NMMT. MyNorth Super and Pension is issued by N.M. Superannuation Pty Limited (ABN 31 008 428 322, AFSL 234654). MyNorth Investment is operated by NMMT. MyNorth Investment Guarantee is issued by National Mutual Funds Management Limited ABN 32 006 787 720, AFS Licence No. 234652. NMMT issues the interests in and is the responsible entity for MyNorth Managed Portfolios. All managed portfolios may not be available across all products on the MyNorth platform and are only available via a financial adviser.