Season

No More Practice S1:E6

At the pointy end Zoe’s final offer from Genesys is 3.2 times recurring revenue with an earn-out clause to boot.

With the buyer already s....

No More Practice S1:E5

The home stretch for both sellers is not without a few speed bumps. Zoe speaks to Genesys requesting the exit pack. This shot across the bows may g....

No More Practice S1:E4

Andrew Creaser from Genesys is worried the corporate superannuation base that the business holds needs further scrutiny. In the back of everyone’....

No More Practice S1:E3

So far, so good. Buyers and offers look like they are coming in with Andrew Creaser from Zoe’s dealer group putting together a proposal for her a....

No More Practice S1:E2

Our sellers shape their offer whilst we hear from expert commentator Jordan Hawke of Asteron Insurance who explains how the then-proposed FOFA chan....

No More Practice S1:E1

Meet Matthew Farrell of 5 Financial who wants to reinvent and reinvigorate his business. Matthew is focusing on clients who generally have more sop....

Latest Courses /

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Building a better business model for financial advice

In a time of sweeping regulatory change and the entrance and availability of new disruptive technologies, the financial advice is arguably at a precipice - the question is, how do you take the leap? In this series, we talk to four industry experts about how advisers can streamline their business, improve their margins and better articulate their value proposition.

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Austock Life: Imputation Bond

The Austock Life Imputation Bond Money Masters course with Richard Atkinson explores the varied roles an imputation bond can play and how these can....

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SMSF insights with Bryce Doherty

Choice and control are the two main drivers compelling Australians to set up their own self-managed superannuation fund....

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Allan Gray Australia: Australia Equity Fund

The Allan Gray Australia Equity Fund with Richard Whiteoak explores the principles behind a contrarian investment philosophy and how Allan Gray uti....

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Perpetual: Diversified Real Return Fund

The Perpetual Diversified Real Return Fund is designed to target a level of return while minimising risk, through utilising a multi-asset approach,....

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