The Modern Financial Planner

Webb Financial exclusively refer all financial planning work to Politis Investment Strategies (AFSL 253 125), a specialist financial planning firm.

 

The Financial Planning industry has undergone a rapid evolution (some may argue a revolution) in the last several years. This process was driven largely by the Hayne Royal Commission, which exposed some very poor practices by sections of the financial advice industry.  

 

Concepts such as acting in your clientbest interests, being paid for actually delivering a service and being well educated, are all quite normal for traditional professional services providers. These changes however have been quite confronting for a lot of traditional financial planning firms, and required them to dramatically change their business models, with many exiting the industry  

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We're looking forward to understanding your story. Webb Financial outsource financial planning services to Politis Investment Strategies.
Call Politis Investment Strategies now on 02 4962 5525 to speak to one of their advisers.

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