Media Archives

Critical illness cover: Advisers campaign in support of the forgotten insurance

Critical illness cover: Advisers campaign in support of the forgotten insurance “Our most valuable asset is ourselves, and yet we’re so woefully poor about getting ourselves [properly] protected,” says Tim Searle, chairman of the Dubai-based wealth management firm Globaleye. Searle is addressing one of the topics he feels most passionate about, as a […]

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Atlas expands to Singapore, appoints adviser

Media / Brett Evans

Atlas expands to Singapore, appoints adviser Atlas expands to Singapore, appoints adviser – Advice practice Atlas Wealth Management has appointed Jarrad Brown as its Singapore-based specialist financial planner as part of plans to expand within the state. Mr Brown has been based in Singapore since mid-2013 and, along with being a financial planner, has

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Australia’s Atlas Wealth to establish Singapore outpost

Media / Brett Evans

Australia’s Atlas Wealth to establish Singapore outpost Australia’s Atlas Wealth to establish Singapore outpost – Atlas Wealth Management, a Queensland, Australia-based advisory business which specialises in looking after Aussie expats long-distance, is formally expanding into Singapore, with the hiring of Jarrad Brown to look after clients there as a specialist financial planner. Brown, who

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Till death – or financial discord – parts you

Media / Brett Evans

Till death – or financial discord – parts you Till death – or financial discord – parts you – When Lana Axelrod and Alan Perlman got married in 2014, they were happy to merge their finances. “We have a similar approach to money management, our values are aligned, and we feel that marriage

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Reaching out to the Aussie diaspora: Part 1

Media / Brett Evans

Reaching out to the Aussie diaspora: Part 1 Reaching out to the Aussie diaspora: Part 1 – There may be, as is estimated, a million Australians living overseas. But as yet, there are few specialist financial advisers to serve them, industry experts say. Despite their rarity, International Investment managed to track down three

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How to provide financial advice remotely

Media / Brett Evans

How to provide financial advice remotely How to provide financial advice remotely – Technology has brought an end to the need for financial planners to be in the same room – or even in the same country – when providing advice to clients It’s widely known that technology is reshaping the way financial advisers

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It’s your dream job, but the pay is a nightmare

Media / Brett Evans

It’s your dream job, but the pay is a nightmare It’s your dream job, but the pay is a nightmare – Do you remember what you wanted to be when you grew up? An astronaut, a ballerina, a firefighter? And did you decide instead to become an accountant, lawyer or banker? If you had

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Aussie financial planners considering China should think again

Media / Brett Evans

Aussie financial planners considering China should think again Treasurer Scott Morrison’s recent comments aside, Australian financial planners would do better focusing on the huge non-advised domestic population than the untapped Chinese advice market. The federal Treasurer emphasised China’s high demand for a wide range of goods and services, including financial services, and his

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Could you afford to be a stay-at-home parent?

Media / Brett Evans

When she was 29 years old, Debra Cohen left a successful career at an aviation magazine to look after her first daughter and become a stay-at-home parent. “It was the best decision I ever made,” said Cohen, who is now 48 and lives in New York. She was thrilled to be a stay-at-home parent, even

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Building a scalable expat financial planning business

Media / Brett Evans

Building a scalable expat financial planning business Mongolia wouldn’t appeal to many Australian financial planning principals as a rich source of potential new business, but it has caught the attention of Brett Evans who is building a expat financial planning business, the first in Australia. His planning business, Atlas Wealth Management, focuses primarily

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