OTG Capital - Blog , AIOFPOTG Capital - Blog , AIOFPhttps://www.otgcapital.com.au/blogs/aiofpWed, 10 Jun 2026 12:14:03 +1000http://zoho.com/sites/<![CDATA[Election Cycles, Conference - Dollars & Making Sense 26 Nov 2024]]>https://www.otgcapital.com.au/blogs/post/election-cycles-conference-dollars-making-sense-12-nov-2024It is topical to discuss the upcoming election cycle, and what's going to matter to politician and members alike. With superannuation, advice fees and taxes on unrealised gains on the agenda, there's sure to be some hot discussions and possibly tempers as well.]]>
choosing an adviser
We welcome back Peter Johnston, Executive Director of the Association of Independently Owned Financial Professionals (www.aiofp.net.au) and given the association's annual conference in Canberra at the end of November, it is topical to discuss the upcoming election cycle, and what's going to matter to politician and members alike.  With superannuation, advice fees and taxes on unrealised gains on the agenda, there's sure to be some hot discussions and possibly tempers as well.  PJ will discuss this inside skinny on who's who in the avenues of power.

@FMRNB

@Radio Northern Beaches                                                                                               

https://spotifycreators-web.app.link/e/4hpfJHmnCOb
]]>Tue, 26 Nov 2024 09:00:00 +1100<![CDATA[An Election is on the way - Dollars & Making Sense 1 Oct 2024]]>https://www.otgcapital.com.au/blogs/post/an-election-is-on-the-way-dollars-making-sense-1-oct-2024With a looming federal election within the next 6-9 months, there is agitation in Canberra. There are a number of key initiatives to be wrangled and fought for, and having the ear of elected officials in marginal seats appears one strategy that appears to work.]]>
choosing an adviser
With a looming federal election within the next 6-9 months, there is agitation in Canberra and we welcome Peter Johnstone, executive director of the Association of Independently Owned Financial Professionals to discuss their national conference later this year to be held in Canberra.  There are a number of key initiatives to be wrangled and fought for, and having the ear of elected officials in marginal seats appears one strategy that appears to work.  Tune in to find out what's hot on Peter's agenda.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 01 Oct 2024 09:00:00 +1000<![CDATA[Choosing an Adviser - Dollars & Making Sense 1 Aug 2023]]>https://www.otgcapital.com.au/blogs/post/choosing-an-adviser-dollars-making-sense-1-aug-2023Given the adviser population has reduced from over 30,000 some 5 years we have less than 16,000 now, and that number is dropping. We discuss why this has happened and what's changing in the advice industry.]]>
choosing an adviser

We welcome back to the microphone, Peter Johnstone, Executive Director of the Association Independently Owned Financial Professionals to discuss how to select a Financial Adviser.  Given the adviser population has reduced from over 30,000 some 5 years we have less than 16,000 now, and that number is dropping.  We discuss why this has happened and what's changing in the advice industry.  Still like dealing with humans when it comes to investing, this will be interest particularly to our listeners/readers about to retire with a large nest egg.

@FMRNB

@Radio Northern Beaches                                                                                               

]]>Tue, 01 Aug 2023 09:00:00 +1000<![CDATA[AIOFP Darwin Conference - Dollars & Making Sense - 21 June 2022]]>https://www.otgcapital.com.au/blogs/post/aiofp-darwinWe discuss the AIOFP Darwin conference, a change of government and the changes afoot in the financial advice industry]]>
Buy now, pay later, not all that it is cracked up to be

We welcome back Phil Osborne to the microphone to work through a wrap up of the AIOFPs recent conference in Darwin.  Phil has a wonderful story to tell us about his "adventures" as well as some good grist for the mill in relation to the Advice Industry, change of government and what's coming up in the market for planners and our clients.

Dollars & Making Sense, a weekly show about money, finance and investing


@RNB

@Radio Northern Beaches

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