Maven Capital in Gold Coast, Queensland | Financial planner

Maven Capital

Locality: Gold Coast, Queensland

Phone: +61 7 5507 7721

Address: Ground floor unit 5 No. 5 Executive Drive Gold Coast, QLD, Australia

Website: http://www.mavencapital.com.au

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25.01.2022 A BIG WELCOME TO ALL OUR NEW LIKERS! If you have a burning question you would like to ask our finance/insurance/mortgage guru Brad Gordon, he will be on standby tomorrow to answer your questions. So fb message or email him [email protected]

24.01.2022 There is a lot in the news about Scaled Advice, this article by IFA has some interesting insights, probably worth a read... Advice industry regulatory bodies need to agree on clear guidelines and examples of what compliant scaled advice would look like before most licensees would be willing to offer it, an industry compliance expert has said. NEWSby Sarah Kendell - November 13, 2020 0 comments...Continue reading

24.01.2022 As we approached the end of 2020 we were expecting to see the number of advisers leaving the industry to slow, it seems not. IFA have published an article this morning quoting the latest Adviser Ratings report showing 78 advisers left the industry in the week ending 24th December. The full article can be found here; https://www.ifa.com.au//29022-data-reveals-big-uptick-in-a If you are an adviser thinking of leaving the industry or simply want to look at your licensee options call us at Maven Capital, because there is more than one choice. #financialadviser #wealthmanagement #financialplanner #abingdonwealth#angelaromano #mkhfinancialservices #DeanSmith #alanwilliams #johnwhelan #alanhull

24.01.2022 An interesting article from MoneyManagement this morning following on from the IOOF announcement earlier this week of the $1.4 billion MLC Wealth acquisition. https://www.moneymanagement.com.au//competitor-licensees-c If you are an adviser or practice looking at your options why not give us a call, Maven Capital has a close knit group of financial advisers that enjoy a broad APL, highly skilled leadership and support group along with back office, paraplanning and Professi...onal Standards team to call on. We re old school and don’t mind a chat, call us 07 5507 7721 or email [email protected]. See more

21.01.2022 In creating a financial plan everyone is their own story, each of us have our own goals, aspirations and needs that are constantly evolving. Whether your just starting out, looking to build or protect your wealth for that day when you finally retire or even if you are in those retirement years, regardless of how young or young at heart you are it is never too early or too late to plan or have a financial plan that is made for you. A financial plan is not a set and forget thing, it is a well thought out process that can take time and effort to put together and keep it relevant.

19.01.2022 There is a lot in the way of conversation from financial advisers surrounding the potential banning of commissions on insurance policies. Maven Capital is a strong advocate for open and frank conversation about matters that are as socially important as this. We also believe there is a place for insurance commissions, given full disclosure this model gives the client a much broader scope of available options, transparency and a cost structure that most clients understand and a...ppreciate, a lot of these clients would balk at the idea of paying a FFS and potentially leads to the client seeking out cheaper options that may not meet their needs. We recommend financial advisers and anyone in the financial market for that matter to read the excellent paper written by Brett Wright - Comparing Commissions Vs No Commission + Advised Insurance Alternatives. (https://brettwright572.lpages.co/advised-life-insurance/). Also the follow up article that includes industry responses. https://riskinfo.com.au//the-case-for-retaining-commissi/ See more

16.01.2022 An interesting article from ifa/Independent Financial Adviser regarding FASEA’s updated guide to its code of ethics, worth a read.. We have included the link to the recently released updated code, it aims to give advisers a guide to how adviser’s reasoning and client files will be assessed in the event of a potential or suspected breach also recommended reading. https://www.ifa.com.au//28646-fasea-s-code-of-ethics-guide... https://www.fasea.gov.au//Financial-Planners-and-Advisers-

14.01.2022 In this ‘Maven Focus’ we are very happy to welcome back Angela Romano to Maven Capital. After a 19 month break focussing on other areas of #FinancialMarkets Angela has returned to continue her passion for taking care of her clients the best way she knows how. With a compassionate and nurturing approach it is little wonder her clients are more than happy to see her return. With 13years as a #FinancialAdviser Angela has a #wealth of experience covering personal advice including... #Superannuation and Life Risk Insurance products for Lifestyle and #Retirement Planning. Angela has based herself in Drummoyne, NSW, however with the help of technology her clients are widespread across the eastern seaboard. If you would like to speak to Angela or any of the Maven Capital advisers please let us know by calling 07 5507 7721 or email at [email protected] Or if you’re an adviser like Angela and looking for a licensee give us a call or send an email. See more

12.01.2022 Who is Maven Capital? Privately owned Maven Capital is a financial services business free from influence of large organisations. Highly skilled &experienced Management & Professional Standards team provide #FinancialAdviser, #Paraplanning, Back Office and #Practice support that provide a highly efficient environment. We seek like-minded ðically driven advisers to join the Maven adviser team. MANAGEMENT Our management & support team impose a high level of moral ðical exp...ectations on themselves &adviser network. FEES We are flexible, we work with our #financialadvisers & #financialplanners to find solutions that best suit their situation. Without locking advisers into prescriptive business models. INFRASTRUCTURE We meet the highest professional standards to provide a risk management framework to help our #advisers with their business &compliance needs. LEADERSHIP We provide guidance to complex business matters, mentoring & maintain healthy communications so that advisers feel part of the Maven network. SUPPORT We ensure our advisers have the tools to provide advice in the clients best interests, we do this with unparalleled support and a broad APL . We believe we can help the right advisers achieve their goals & aspirations.

09.01.2022 Are you an adviser considering a move to another Licensee? For the right advisers, Maven Capital is an appealing alternative the larger institutional organisations. We do not have a large number of advisers that is not our space. ... However we do have the scope to grow our family of compliant and caring financial professional advisors. We are privately owned and non-aligned, which gives our advisers scope to explore many avenues and a wide APL of premium products to begin with. Over the last couple of years Maven Capital has built a team of highly skilled Management, Professional Standards and Administration to be able provide adviser and practice support on a personal but professional basis. Maven Capital works closely with its advisers so they are able to focus on their clients and their business, which is what most of us have joined the industry to do after all. We understand that every practice and adviser is unique, however in order to provide a professional and profitable business there are certain essential elements Leadership, Infrastructure and Support, all essential elements that are needed to provide a superior level of service and trust your clients expect and deserve. We do not underestimate the power of community and having the confidence to know you are working alongside trusted, like-minded people that can be called upon at any time. We work with our advisers to meet high Professional Standards and provide a risk management framework to help their business processes and understanding of compliance requirements which as it develops will add value and efficiencies to your business. We see our role as a professional services partner as well as that of a licensee. Our aim is to provide our advisers with guidance through complex compliance, technology and business matters to assist in every way to implement the appropriate advice, investment strategies and risk insurances for their clients and business. We are small enough to care and take ownership of what we do, we can and do adapt to the individual needs of our advisers and practices under our AFS Licence. Thank-you for taking the time to read our email, we wish you well in these challenging times and if you are considering your options, call us or drop us a line, we would be happy to hear from you. Visit us at www.mavencapital.com.au

08.01.2022 At Maven Capital we are always keen to share others views, this recent article published by the Professional Planner on Robert M.C. Brown on the Code of Ethics is worth a read... https://www.professionalplanner.com.au//time-to-embrace-c/?

08.01.2022 ASIC WANTS THE FINANCE INDUSTRY TO IMPROVE ADVICE ACCESS. At the recent AFA Vision conference ASIC’s senior executive leader for financial advisers, Kate Metz, flagged that ASIC would soon be putting out a consultation paper to determine the obstacles the industry faced in providing limited advice. Read the ifa article here; https://www.ifa.com.au//28683-asic-wants-industry-to-impro #financialadviser#financialplanner#Abingdonwealth#MKHfinancial

08.01.2022 This is a great video that highlights the need to teach consumer and financial literacy in schools. Featuring key social trends and compelling statistics, this powerful digital animation illustrates the demands of a modern world on young people when money is invisible. A great reminder to teach our children good financial habits! http://youtu.be/v9PW8FIridM

08.01.2022 Interesting article from IFA - COVID pressure sees boutique AFSLs abandon ship , showing The number of discontinued advice licences rose sharply as the 2020 financial year came to a close ‘Adviser Ratings’ Musical Chairs Report for Q2 2020 found that 83 financial services licences had been discontinued in the three months to June, a significant rise on the 61 licences that had ceased in the first quarter of the year’ These latest results show a worrying trend: that the sustainability pressure on younger businesses continues, however it is now spreading to the larger, two to five adviser self-licensed boutiques, the report said (Read the Article https://www.ifa.com.au//28427-covid-pressure-sees-boutique )

07.01.2022 Everyone is their own story, each of us have our own goals, aspirations and needs that are constantly evolving. So whether your just starting out, looking to build or protect your wealth for that day when you finally retire or even if you are in those retirement years, regardless of how young or young at heart you are it is never too early or too late to plan or have a financial plan that is made for you. And as we all know even the best plans hit unexpected bumps, unfortuna...tely life can throw things in our paths, sometimes with long lasting impacts, our advisers are skilled at ensuring you and your family have adequate risk insurance to protect the things that are most precious to you and your family’s lifestyle. Our goal is to ensure you’re in a strong position to meet your financial commitments and build and protect your assets, so you can live the life you want and get on with your story. Visit our website www.mavencapital.com.au or call us to see how we may help in your story.

07.01.2022 With all that is going within the world of Financial Advisers it is no wonder there is much anxiety not only brought about by helping clients deal with the uncertainties of the COVID-19 world, financial advisers are having to cope with what appears to be a constant barrage negativity on top of the subsequent changes to education standards. Fortunately The Financial Adviser Standards and Ethics Authority (FASEA) has provided some assistance by granting an extension to the exa...m deadline for existing advisers to 1st January 2022 and the education standard (degree) to 1st January, 2026. Whilst this is good news and helps by giving a little more time to cope with everything it is not a time to be complacent, just consider how close we are to 1st January, 2021 and how quickly that has come around. With this in mind we came across an interesting article from the Money Management website, https://www.moneymanagement.com.au//debunking-fasea-study- It gives an idea of how some advisers are thinking and debunks some of the myths floating around. For those advisers who have not yet sat the exam the following might also be helpful: https://www.fasea.gov.au/prepare/ This link includes FASEA FG003 Exam Preparation Guide and FG004 Practice questions and might prove valuable for determining how much preparation an adviser needs. #abingdonwealth#johnwhelan#financialadviser#financialplanner#superannuation#investment#financialadvice#francesgriffin#dominicbest#vaughnbuendicho#corybehrens#kevinwishart#nicholascooke See more

06.01.2022 Maven Focus - Our Advisors In this ‘Maven Focus’ we are very pleased to introduce John Whelan, not only a Responsible Manager of Maven Capital, John is a Joint Director, Senior Advisor and founding shareholder of Abingdon Wealth a Corporate Authorised Representative (CAR1276667) of Maven Capital Pty Ltd (AFSL 418504). John is one of our most experienced and knowledgeable advisors and holds formal qualifications in Commerce and Financial Planning and is accredited under the... Australian and US securities advisory markets. John has been involved in the field of Investment Advice since 1992 and this is supported by his earlier career in finance and international trade. John’s strong work ethic and high moral standing stems from his deep family farming background, which from an early onset has helped him gain a strong working knowledge of agri-business and meat processing both here in Australia and New Zealand. John works with a dedicated team of experts at Abingdon Wealth located in Kelvin Grove, QLD where their clients are always front of mind. Having experienced many market cycles John and his team have the skills suitable for both the active style of investor and the client who simply wishes to focus on lifestyle and income/cash flow. Abingdon Wealth specialise in the creation, growth & protection of your Financial Nest Egg both inside and outside of superannuation, one of the many specialist areas of expertise is direct investment and capital markets, all of which is undertaken with a high level of transparency it’s important for you to know where your money is ! Want to know more about John Whelan and his team at Abingdon Wealth? Why not visit them at www.abingdonwealth.com.au or call 07 3088 2420. #abingdonwealth#johnwhelan#financialadviser#financialplanner#superannuation#investment#financialadvice See more

06.01.2022 Yesterday, the Morrison Government announced a range of measures intended to streamline the regulation of financial advice and improve consumer access to affordable financial advice. Including news that FASEA will be wound up. Read the ifa article here https://www.ifa.com.au//28943-government-to-roll-advice-re

06.01.2022 Experienced advisers are finding themselves at a cross roads, rising costs and time spent on managing the licence can take the focus away from the business and the client. Becoming an Authorised Representative under another AFSL may be an option. Maven Capital has a close knit group of caring financial advisers that enjoy a broad APL, highly skilled leadership and support group along with back office, paraplanning and Professional Standards team to call on. Contact us if your at a cross roads. [email protected] Or visit our website www.mavencapital.com.au

05.01.2022 Crypto-Currency Investments in Super It’s hard to avoid the noise and interest being generated around crypto-currencies at the moment. The recent surge in the price of Bitcoin and the speculative chatter about what it all means has seen a lot more investors asking about crypto-currency as an investment both inside Superannuation and outside with many drawing comparisons to gold and other traditional investments. Whilst mainstream superannuation fund portfolio managers are not...Continue reading

04.01.2022 In this Maven Focus we take some time to consider what the New Year has install for us, it seems likely things are likely to stay challenging for a little while yet. However that should not stop us from looking to see what we can do to improve our own situation and that of our clients. Now is as good a time as any to plan and make changes to achieve those outcomes you have been planning for. If you’re a standalone #financialadviser or #financialadvice practice considering pa...rtnering with a licensee to grow your business through delivering quality outcomes for your clients Maven Capital may have the answers you seek. Being privately owned means Maven has no ownership links with product providers, this allows us to offer tailored and flexible solutions to our advisers. Our APL is broad and free from influence. Maven is resourced to provide personalised service, partnering with you to provide practical and experienced guidance. Being able to offer flexible solutions does not mean compromising in other areas, we take our compliance obligations seriously as we do with our support services. At a time when everyone is seeking genuine value for clients and businesses we believe Maven Capital can help, call us and see if we can. #DeanSmith #Abingdonwealth #Johnwhelan #angelaromano #craigburbury #lifeinsurance #financialplanning #MKHFinancialServices See more

02.01.2022 Be proactive and take advantage of the current low interest rates! Do you already have an existing home loan? Or are you a first home buyer looking at your securing your first mortgage? Your home loan is probably going to be one of the biggest expenses you will ever have, so you need to make sure you make a well informed decision and select a lender and loan that works for you. At Maven Capital we offer you a smarter way to find a ... suitable home loan and have been significantly improving our clients financial position by sourcing the best rates available. We provide: - A no obligation consultation and mortgage comparison. - Unbiased opinion and take the time to explain the differences of products to help you better understand your options. - Diverse range of products, we don’t just deal with the major banks. Contact us today for your complimentary and no obligation ‘Home Loan Check-up’ - 4957 2177.

01.01.2022 The average age of Australian financial advisor is 55, meaning that many of them are likely planning to retire within the next two decades (fingers crossed). What is Succession Planning? Think of a succession plan as a living document that records exactly how you want the next chapter of your business story to unfold a tool designed to ensure one of your most valuable assets continues to thrive for many years following your departure. Not only it covers your professional l...ife - it helps you to architect your future lifestyle too (that cruise trip around the world you’ve been planning for the last decade ) Succession planning is just as beneficial for a small business as it is for a large corporation. Unfortunately, business owners who underestimate the importance of planning often regret it. Neglecting to choose and prepare a qualified successor can quickly destroy a business. Putting off estate planning can lead to unnecessary stress and conflict. And failing to plan well in advance for the sale of your business can result in getting much less than your company’s actual worth. mavencapital.com.au #financialadvisor #financialplanner #retirementplanning #wealthmanagement