Author Archive | John Leske

Managed accounts, financial advice

Where does financial advice need to head?

The Royal Commission is exposing the product / advice disconnect, and different rules are required for aligned and non-aligned advisers to recognise the conflict in vertical integration. The medical profession is a model.

Retirement planning

Retirement planning improved by grey hairs

Important retirement planning lessons benefit from actual experience, given that life does not follow a predictable pattern and many people can’t work forever. Planning is vital but so is making adjustments.