Midwinter Financial Services in Sydney, Australia | Software company

Midwinter Financial Services

Locality: Sydney, Australia

Address: Level 6, 345 George Street 2000 Sydney, NSW, Australia

Website: https://www.midwinter.com.au

Likes: 1119

Add/Update information

Reviews

Tags

• Software company
• Financial planner

21.01.2022 Gavin Glozier, CEO & Principal Financial Adviser at Your Wealth Hub Advice talks about how he uses AdviceOS to support his boutique dealer group and advice practice.

17.01.2022 "Embracing digital within your practice technology can boost profits and reduce performance risk for advisers." Find out the drivers and opportunities of embracing a digital approach in this article by Midwinter's Shannon Brown, published in the IFA Magazine. https://loom.ly/IQZZNfA

14.01.2022 "Technology is crucial to deliver quality advice at scale, but without great support the foundations can quickly crumble, says Midwinter's Andrew Whelan." Check out the full article from our Head of Distribution in the IFA Magazine.

08.01.2022 "AdviceOS is a really good solution because it just makes life easier. Having worked with other software where there were continual changes and lots of things you have to be on top of all the time when enhancements happen, AdviceOS just seems simple." https://loom.ly/A9XK9Lo

08.01.2022 Interesting article on the differences between how men and women view financial advice, stating men who had taken advice felt more in control of their finances, while women expressed concern about a potential loss of control. https://loom.ly/qIFvsTk