Easy Checks in Cheltenham | Software company

Easy Checks

Locality: Cheltenham

Address: Suite 11, 296 Bay Road 3192 Cheltenham, QLD, Australia

Website: https://easychecks.com.au/site/contact

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24.01.2022 Here is the story of how an Advisor helped an elderly woman aged 91, who suffered from Macular Degeneration, to overcome carers that were taking advantage of her situation. This is another case shared with me by Danielle Robertson from DR Care Solutions about a client we will call ‘Molly’. Molly was supported by a large ‘faith based’ group in her home 7 days a week. [ 388 more words ] https://easychecks.com.au//advisors-add-value-every-day-e/

23.01.2022 In an effort to have you ponder the positive Value Added by Financial Advisors delivered every day, here's a true story that reverberates beyond a generation, with long lasting repercussions. Another humble Advisor who I'll call TJ, shared this story that is heart-breaking, but stay with me for the great ending. A single woman aged in her late 30's approached TJ regarding a redundancy payout she was about to receive. [ 495 more words ] https://easychecks.com.au//financial-advisors-add-value-w/

22.01.2022 Financial Advisors Add Value and Make a Difference Every Day, some times in controversial and subjective ways. Counter-balancing the negativity toward the Financial Advice industry is the purpose of this Blog series. I am devoted, as is my team, to demonstrating how much good value is being delivered by genuine, hard-working and caring Advisors that are quietly going about their every-day business. [ 584 more words ] https://easychecks.com.au//financial-advisors-add-value-i/

22.01.2022 With all the negativity in market about self-interested Advisors that don’t pay attention to clients’ needs and wants, this story is to demonstrate how an Advisor added value by simply listening and respecting his clients’ needs, and how this yielded a positive return to him. During my 3+ decades in the financial services industry, I’ve heard and seen a lot. While I acknowledge there is definitely still Advisors out there that need to lift their attitude, the purpose of this blog series is to balance up the negativity, and [ 894 more words ] https://easychecks.com.au//financial-advisors-add-value-b/

20.01.2022 Read about Financial Advisor Kael Plummer and the difference he made for retired couple struggling to make ends meet https://easychecks.com.au//financial-advisors-add-value-e/

17.01.2022 The hammer of judgement has all but shattered the Financial Planning industry with continual outrageous standards being applied as a result of corporate mis-demeanours revealed in the 2019 Hayne’s Royal Commission. Despite this, many Advisors keep on delivering value to their clients. This Blog series will continue counter-balance negativity and set the record straight through first-rate and true value-add stories delivered to consumers [ 428 more words ] https://easychecks.com.au//advisors-add-value-every-day-m/

15.01.2022 I've been quiet for a few weeks for a good reason. You’ll have to accept my apology, because this is not one of my ‘good news’ stories to tell, but I can no longer hold this back. Like many of you, I signed on to complete the FASEA exam during the December sitting. It wasn’t an easy exam because of the subjective nature of so many questions that no one could be prepared for. [ 1,030 more word ] https://easychecks.com.au//advisors-add-value-every-day-s/

14.01.2022 The Hayne’s Royal Commission report rightfully denigrated financial service providers exposed for appalling treatment toward the public, but while most of the exposure was at the corporate end of the industry, why have the resulting hard-line decisions been aimed almost entirely at Financial Advisors in private practice and the dealer groups they are aligned to? This mis-alignment requires some re-balancing, and this blog series is my attempt to shine light onto what really happens in private practice, where [ 1,264 more word ] https://easychecks.com.au//advisors-add-value-every-day-b/

07.01.2022 The Power of One - Advisors Add Value Every Day If you think you can’t be heard or make a valuable difference, I’m here tell you that you can. You may be thinking you’re just an Advisor and with all the negativity in market about us, we don’t matter and don’t count. That’s incorrect. Last Wednesday, I could not stop thinking about all the people out there that have lost their jobs and queuing excessively at Centrelink. [ 858 more words ] https://easychecks.com.au//the-power-of-one-advisors-add-/

05.01.2022 While speaking with a younger Advisor last week, he expressed to me his stress in Advising clients through this period of uncertainty. He had never experienced such turmoil and didn’t know how to face the people he had confidently advised during his relatively short career of 2+ years. I shared with him my approach, which is always to be on the front foot proactively contacting clients during [ 1,589 more word ] https://easychecks.com.au//you-dont-know-our-value-til-yo/

04.01.2022 This blog is my royal commission for the good of financial advice reputations to counter-balance the widely held negative belief that all Financial Advisors are self-interested, money grabbing product floggers. We’ve all heard about the bad guys ad nauseum, which could easily give the impression that we’re all tarred to the same brush. Understandable why people would think this when they never hear anything other than the bad. [ 704 more words ] https://easychecks.com.au//advisors-add-value-every-day-w/

04.01.2022 In my mind, Industry associations are meant to stand as leaders in representation for the members they serve and support. With so much change going on in Financial Services, there have been more than a few issues to tackle. It has been alarming to observe our leading associations appear to be so silently compliant and weak in response to major structural changes that are hurting so many of the Advisors they represent [ 779 more words ] https://easychecks.com.au//17/advice-leaders-add-value-too/

02.01.2022 I promised to make public my letter to FASEA's Board, after I failed the FASEA exam. The way I see it is that I have not failed at life nor at my profession, and if one exam can be the end of 3+ decades of service to the Financial Services industry; unblemished; I'm not about to go quietly - so here it is for all to see (emailed to: [email protected] on 26 February 2020) [ 1,349 more word ] https://easychecks.com.au//financial-advisors-add-value-e/

01.01.2022 My personal motto has always been ‘to make a positive difference’ in any way that I can. It’s never been something I’ve limited to work alone, and I’ve done my best to integrate that passion into all I do. One aspect of Financial Planning that I love is in the progressive development of people's situations that I've played a vital part in over time. [ 1,000 more word ] https://easychecks.com.au//advisors-add-value-every-day-h/