Julie Lord: Financial Planning must improve its reputation

If I had a penny for every time someone asked me how I got into financial services I would be pretty rich by now.

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Julie Lord: It's time to make your own financial plan

Another year arrives and with it another opportunity to gear up your business for spectacular client service; sensational staff engagement; brilliant personal fulfilment; clarification and targeting of some amazing goals and dreams as well as turning in a splendid profit.

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Top 10 Tax Saving Tips for Planners in new magazine

Insight on the Top 10 Tips on Saving Tax for clients is at the heart of the latest issue of Financial Planning Today magazine which is out now. 

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Julie Lord: Good Financial Planning's enemy is bad spending

When I was considering what to write for my column, I thought you might be interested in hearing about the “No Spend Challenge” at Magenta.

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