Preserving Your Legacy: A wake-up call for Financial Planning Business Owners
Join us for an essential session that demands your attention as a business owner or director. Genevieve Hehir from LSW Lawyers will uncover the threats that could jeopardise your business. Gain valuable insights through real-life examples of businesses facing challenges due to unforeseen gaps in their Estate Planning.
This webinar is especially tailored for Financial Planning Businesses recognising the real danger of business being unable to operate or be sold. Whilst sole director and single-adviser practices face higher risks, this is also valuable for larger practices.
In recent instances, we’ve observed that despite advising small business clients on Estate Planning, advisers often overlook their own situations which has put their business at risk. This session’s insights are not just beneficial for you; they will help you with your small business clients.
When? 17 April 2024 @ 3:00 pm AEST
Click here to watch the recording!

Join Professional Standards who will be providing guidance on preventing insurance complaints and breaches and exploring some interesting real-life examples.

When? 9 April 2024 @ 11:30 AM AEST

Click here to register!

 

You can access the full recording here.

Click here to view the recording of the 4 April 2024, Licensee Live

Centrepoint Alliance monthly adviser update for:
Associated Advisory Practices
LaVista Licensee Solutions

This month, Nicole Alexander and Mike Pope cover some important compliance updates including, ATO rulings that impact advice fees, governance and regulatory updates and understand how QAR is processing.

Lending as a Service has been designed to assist Centrepoint Alliance advisers with outsourcing and implementing a lending service into their practice, without the need to fully understand the lending industry.

Our lending team will host regular monthly webinars, 12:00 pm on the first Friday of each month, to provide:

> An overview of the service

> How you can integrate lending into your practice

> The cost and financial benefit for your practice

> Tips on how to be successful

> Q & A opportunity to answer your questions

Save this link for our first Lending as a Service on April 5 @ 12:00pm!

Our Head of Reasearch, Daniel Stojanovski, provides an in-depth insight into the research team and how they can help you.

If you were unable to join Licensee Solutions Live on the 7th of March, click here to view the recording.

Centrepoint Alliance monthly adviser update for:
Associated Advisory Practices
LaVista Licensee Solutions

Date: 7 March 2024 @ 12:00 pm

This month, we are doing two smaller topics on Xplan:

Garrett White, will be presenting on different plugins, apps and software that can enhance your experience with Xplan or using systems in general.

Next Helena Klokova, will provide tips and tricks to help users that use our Advice Wizards become a little bit more efficient in generating documents.

Date: 28 February 2024 @ 2:30 pm.

Click here to watch the recording.

Registration is now open for our February Masterclass series. Our agenda includes:

  • Navigating tomorrow: Economic insights & future trends
  • Scintillating superannuation strategies and solutions
  • The ethics of a conscious uncoupling
  • The Power of Managed Accounts
  • The blueprint of a successful advice firm

Click on the relevant link below to register.

Gold Coast | RACV Royal Pines | 5 February 2024 | 9am-4pm

Brisbane | Victoria Park | 6 February 2024 | 9am-4pm

Sunshine Coast | Alex Surf Club | 7 February 2024 | 9am-4pm

Cairns | Pullman International | 9 February 2024 | 9am-4pm

Newcastle | Rydges | 13 February 2024 | 9am-4pm

Sydney | The Fullerton Hotel | 15 February 2024 | 9am-4pm

Canberra | Federal Golf Club | 16 February 2024 | 9am-4pm 

Perth | University Club of WA | 20 February 2024 | 9am-4pm

Adelaide | Adelaide Pavilion | 22 February 2024 | 9am-4pm

Melbourne | RACV City Club | 23 February 2024 | 9am-4pm

 

You can access the full slide deck here.

Join us in exploring CDM Solutions, a specialised application for financial advisers that streamlines insurance management by consolidating client insurance information. This innovative solution saves one practice over 20 hours a month.

You can watch the full webinar recording here.

If you were unable to join us last week for our final edition of Licensee Live where Brett Mennie, Head of Managed Portfolios at HUB24, delved into the efficiency and enhanced client experiences brought about by managed accounts and Nicole Alexander, Head of Licensee Standards, provided an update on the ASIC Adviser Registration process, you can access the full recording here.

If you were unable to attend this edition, you can watch the full recording here.

Next edition: Thursday, 5 October 2023 @ 12:00 pm AEST.

If you have yet to register for this recurring webinar series, you can go ahead and do so here.

Schedule a call back so we can answer your questions

LaVista logo

Location
Level 13, Corporate Centre One
2 Corporate Court
Bundall QLD 4217

Phone:
1300 557 598

Email:
enquiries@lavista.com.au

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