Recently Paul Moran was interviewed by Nicole Pedersen-McKinnon regarding his experience working with High Net Worth investors that carry large debt positions later on in life. An interesting perspective worth a read. Click here to access to article in pdf format, or if you have an AFR subscription you can access it by clicking on this link
Cameron was interviewed by "The Australian" newspaper for the weekends business section. Here he discusses the recent ASIC findings that 75% of advice delivered by the large financial institutions is biased towards their own products. Perhaps, click on this link if you are looking for some more information.
Our Principal - Cameron Howlett - has been nominated again as a finalist (3 years running) for the Independent Financial Adviser (IFA) Magazine - SMSF Adviser of the Year award.
Now in its fourth consecutive year, the annual ifa Excellence Awards recognises individual and company achievements in the independent, boutique and privately-owned financial advice sector, and is the only industry awards solely benchmarking success in this field.
Commenting on the award Cameron said "I feel so privileged to have been nominated 3 years in a row, it must mean we are doing something right. Hopefully this time I can take it out!"
Check out the awards here - https://www.ifa.com.au/ifa-awards/
Moran Howlett Financial Planning has been made a finalist in the "Boutique Firm of the Year" in the 2016 Independent Financial Adviser Magazine Awards. Commenting on the awards co-principal Paul Moran stated " its great to be recognised as a top tier national firm for what we do every day for our clients, we simply make sure that every client gets a great experience". The awards are held every year in Sydney in August and the team at Moran Howlett are looking forward to another great year.
Moran Howlett Financial Planning is proud to annouce that after taking out the 2015 Investment Adviser of the Year Cameron Howlett has once again been nominated as a finalist in the investment adviser of the year and smsf adviser of the year categories at the prestigious Independent Financial Adviser (IFA) Magazine Awards. Commenting on the nominations Cameron said "Its great to be nominated again in both categories as it is recognition of what we do every day for our clients which is to provide great advice consistently, I feel really chuffed to be nominated again and also for our practice Moran Howlett Financial Planning to be nominated as a finalist in the Boutique Firm of the Year category is recognition that we are also doing the right things across the practice."
Paul Moran - co founder of Moran Howlett Financial Planning was recently interviewed by the Australian Financial Review regarding the benefits of holding infrastructure as part of a diversified portfolio. Click here to access a pdf of the article or below for the website link
Cameron was recently quoted in the Australian discussing the different types of fee models that financial planners use within Australia. Click the link below or here for the article
Moran Howlett Financial Planning would like to congratulate our Co-Principal Cameron Howlett on winning the 2015 National Investment Adviser of the Year at the recent Independent Financial Adviser (IFA) Awards in Sydney. A absolutely outstanding effort by Cameron and a great recognition of all the good work he puts in on behalf of his clients. Well done! Commenting on the award Cameron stated "its great to be recognised at a national level for what we do every day for our clients! I really love what we do for people here as I think its a service that everyone can benefit from!"
Well done Cameron!!! https://www.ifa.com.au/ifa-awards/winners/2015-winners
Robust and effective strategic advice and portfolio construction hinges on an advisers ability to identify and manage behavioural biases, including their own...... Click below for the link to the professional planner article
Paul was recently interviewed by the Age newspaper on how the recent deeming of pensions will significantly affect retirees when they are at their most vulnerable.... inhttp://www.theage.com.au/money/planning/time-to-step-out-of-the-comfort-zone-20150714-gi2iec
Cameron Howlett has just been nominated as a finalist for two awards in the Independent Financial Adviser (IFA) Awards in 2015 - Investment Adviser of the Year and SMSF Adviser of the Year. Commenting on the announcement Cameron said "Its great to be nominated as a finalist by the peak magazine that serves the financial advice profession. Recognition by ones peers is wonderful and given the work we have put into our investment strategies and SMSF Advice practice over the last few years, perhaps its paying off" For a link to the IFA Awards website click here.
Recently Moran Howlett Financial Planning was interviewed by SMSF Adviser magazine for their Practice Profile section in their monthly magazine. Click here to read through the article
After having put in a submission to the PJC on professional, ethical and education standards - Paul was recently asked by Independent Financial Adviser Magazize to write an article on the current education standards within Financial Planning within Australia. Paul has come up with some topical solutions which we believe are well within the reach of the majority of the financial planning profession but also will give both existing and prospective clients surety that their adviser does act in their best interests. Please click on the link to review http://www.ifa.com.au/blogs/13737-what-s-in-a-name
Paul was recently interviewed by the online publication "The New Daily" regarding his top tips for building super for different age groups. http://thenewdaily.com.au/money/2014/08/14/super-ages/
Recently Cameron was interviewed by the Independent Financial Advisers (IFA) Magazine on whether he believed that product providers should have a best interest duty? Funnily enough, of the four others interviewed he was the only one to believe that they should. Click here to read the article
Paul who is currently undertaking his Doctorate with a research focus on financial decision making behaviours was recently interviewed by Victoria University on the benefits and disadvantages of completing a Doctor of Business Administration - . Click here to read the article.
Paul is getting closer to publishing and we are all looking forward to the findings.
Our Principal - Cameron Howlett was recently awarded as a finalist in the Independent Financial Adviser (IFA) Awards in the Best Client Servicing - Individual Category.
We would like to congratulate Cameron on this nomination as we believe it is well deserved as we see day to day how well he looks after his clients. "It is great to get some industry recognition for what we do every day for people, I mean we think we do a pretty good job for our clients, but to have IFA recognise it is a nice pat on the back" he said.
Congratulations again to Cameron
Cameron was recently interviewed by the Australian Financial Review around the value of good financial planning advice. Click here for the newspaper link. The value of a good financial planner is helping make people aware of how their lifestyle choices affect the financial options in the future.
Recently Cameron was interviewed by AFR around the proposed changes to the 2014 federal budget by Bina Brown - an Australian Financial Review journalist. Click the link to be taken to the article http://www.afr.com/personal-finance/budgeting/federal-budget-2014-what-to-do-when-the-cuts-bite-you-20140516-iu4qg
Paul Moran was yesterday interviewed by The Age's David Potts regarding the effective 50% tax for some pensioners from 1 January 2015. Click on the link below to download the article.
or click the link below to view the article
BRW article - Adieu Adviser, Hello Coach.
BRW recently interviewed us regarding the changing role of financial planning and how we help our clients achieve their goals and objectives and importantly how we ensure we act in our clients best interests through how we charge. Click on the link above to view.
The Australian – Swan Portfolio typical
Recently Cameron was asked to provide some comment on Treasurer Wayne Swans financial situation by the Australian. Click the link above to download the article.
AFR_Position yourself to weather storms_2012_01_25
Recently, Cameron was interviewed by the Australian Financial Review on how to build a good quality portfolio of assets that will weather the storm.
Recently Cameron and his different approach to financial planning was profiled in BRW magazine. Click here to read.
In the most recent issue of Professional Planner Camerons previous business – Personal Wealth Advisers was profiled as an example of the new breed of financial planning practices experiencing strong growth by providing advice tailored to clients goals and objectives and charging a true to label fee for service based on an hourly rate. Read the article now (PDF) ›