Blog

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 […]

FYG Planners recently featured on IFA magazine’s podcast discussing the subject of single adviser practices. Managing Director Peter Mancell, General Manager Andrew Wootton, and Danny Maher of Fiducia Private Wealth all featured. They unpacked some of the myths about running an advice business solo and discuss what they think are the essential ingredients for success […]

FYG Planners notes the recent comments in IFA “Are One Man Bands Going Extinct” 10 Feb, 2021. In contrast to the comments made regarding the viability of single adviser practices, this is not, and has not been the experience FYG Planners have had with single adviser practices. FYG Planners Managing Director, Peter Mancell suggests that […]