“I’m proud to be part of a profession that looks beyond the technical mechanics of how money works, to give clients the opportunity to use money as a facilitator to find their real meaning and purpose in life. I loved contributing to this special book and am reassured that there are so many other advisers who are doing this great work and, bit by bit, contributing to a more positive, happy and financially health society."
Jenny Brown, 2013 AFA Financial Adviser of the Year - JBS Financial Strategists
“We are about helping more Australians get great advice, and the more we can do to help improve the perception the public sees of financial advisers the better we’ll all be. It is important to ensure that our clients fully understand our recommendations and how they will assist them in meeting their financial and lifestyle goals, financial literacy is extremely important to us and we are committed to educating our clients in all areas to ensure they understand our advice and to help them make more informed financial decisions in the future.”
“Keith's approach has been to delve into the life of a financial planner and find out what we do and why we do it. It is not until someone asks the provocative questions that you stop and think...with contemplation and in articulating your thoughts, comes clarity.”
Anne Graham - McPhail HLG,Vic
“This book is important as it explains to the general public what it is a professional financial planner does for her clients and this work goes way beyond constructing an investment portfolio. This book will go a long way toward educating the general public and removing some of the uncertainties around the advice process. By ‘lifting the veil’ and encouraging people to see a planner, more Australians will benefit from receiving professional, sound advice.”
Dianne Charman - Jade Financial Group, Qld
“A client’s relationship with their adviser is values and goals based, not money based. A The ongoing relationship with an adviser is about achieving goals through collaboration with an adviser and the adviser’s unwavering support for the client and their family. It can be confronting to seek advice, but when you seek it from an adviser who genuinely wants a client to achieve their goals it’s life changing
Deborah Kent - Integra Financial Services President, AFA
"I was quite honoured to be part of this book along with so many wonderful colleagues. Too many Australians do not seek advice because they don’t understand what an adviser does. There is so much media around “bad advice” that we need to get the good stories out there. Show the public that financial advice is a trusted profession and the difference that getting advice will do in their lives. This book is a great initiative and there are still many stories to be told."
David Rae - DPR Accountants & Advisers, ACT.
“This book showcases advisers who challenge the usual way of doing things. In order to create a better future for their clients, the New Breed develop their own tools and ideas and they ask questions that lead to a deeper client engagement. They are at the forefront of the advice profession and it truly is an honour to be included among them. If the concepts in this book are embraced by more advisers, the profession will be far better for it.”
Charles Badenach - Mainstreet Financial Solutions, TAS.
“Tailored financial advice can be a life changing event for many people and there are hundreds of advisers doing this every day around this country. Unfortunately media attention tends to focus on the negatives associated with the minority, which unfortunately happens in all industries. This book will hopefully highlight the value of advice and what the New Breed of professional adviser offers the Australian public going forward.”
Lisa Duggan - Epona Financial Gudiance, Vic.
“For too long there has been confusion and a lack of clarity of the role of a financial planner, which still exists today. There is a vast difference between the services you will receive from one to the next and, unfortunately, it is the consumer that loses out as a result. Raising the standard of the industry and highlighting where the real benefit in financial planning lies, the client relationship, can be found can only be a positive outcome for those who are encouraged to seek advice.”