Blog

FYG Planners are pleased to announce they have partnered with LivePreso to deliver FYG’s new WealthEye advice delivery portal. WealthEye is a smarter advice delivery solution that allows FYG’s advisers to present advice to clients in a cleaner, simpler and engaging manner, both in person and remotely that removes the need for manual editing of […]

2021 June Quarter Review

July 16, 2021

Economic Overview Attention turned to vaccinations and reopening economies in the second quarter of 2021, by the end of the quarter over 3 billion vaccine doses had been administered globally. There are now strong indicators of a robust and lengthy economic expansion ahead. Around the world there are now businesses desperate to hire new employees, […]

FYG Planners are pleased to announce Prosperity Planners have joined our financial services licensee. Prosperity Planners are a privately owned financial planning practice operated by Christopher Bailey in Chadstone, Victoria. Chris holds a Diploma of Financial Planning from Kaplan, and a Bachelor of Commerce from Swinburne University of Technology. Chris joined the industry in 2018, […]

FYG Managing Director Peter Mancell and General Manager Andrew Wootton were recently featured in Professional Planner discussing the topic of discounts by bigger groups to lure advisers. Licensing discounts not the way to win adviser loyalty: FYG June 2, 2021 As the battle to secure advisers from a shrinking base continues and licensees reach for […]

2021 March Quarter Review

April 16, 2021

Economic Overview The world held its breath as it entered the first quarter of 2021. Despite hoping for a peaceful transition from President Trump to President-elect Biden, the US Capitol Building was stormed by supporters of President Trump on January 6. The havoc saw five people die, including a Capitol Police officer. In the wake […]