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The power of visual aids – how they help you get better client outcomes

Jonathan Douglas April 17, 2026 No Comments

Why visual aids work so well 1. We understand images faster than words Our brains process visuals almost instantly. Simple diagrams, charts or icons help you grasp the meaning quickly…

Introducing CapBack Licensee Solutions – a full backoffice service for self licensed AFSLs

Rachael Beveridge March 31, 2026 No Comments

Mr Grant O’Riley, Managing Director has formally announced the launch of new company, CapBack Licensee Solutions. As leader and founder of the successful AFSL, Capstone Financial Planning – this latest…

Downsizing your home? Understanding the downsizer contribution

Sam Little March 24, 2026 No Comments

Downsizing the family home is often part of the longer term financial plans for many older Australians. But did you know that you could consider investing the proceeds of the…

Five simple steps to saving cash (while still having a life)

Sam Little March 24, 2026 No Comments

With cost of living pressures, everyone could do with some extra cash right now. One straightforward option is to stop cash leaving your account in the first place. In other words, check…

Haven’t checked your super balance? Make sure you’re not missing out

Sam Little March 24, 2026 No Comments

Super will soon need to be paid into your super account within seven business days of your regular pay, making it easier to check and grow your savings. Summary Almost…

Women in super – 5 smart super tips at every stage of life

Rachael Beveridge March 24, 2026 No Comments

Careers pause, shift and evolve – especially for women. But even with nonlinear working paths, there are simple steps you can take to keep your super moving forward. Women’s working…

The four types of proof you must demonstrate

Jonathan Douglas March 11, 2026 No Comments

In today’s competitive financial services landscape, trust is everything. Consumers don’t just want advice – they want validation. Before they commit to working with a financial adviser, they look for…

Australians putting finances first in 2026

Mannie Lucero February 23, 2026 No Comments

As Aussies settle into 2026, many are turning their attention to their finances. MLCs latest survey reveals that more than half of those surveyed (55%) are making financial stability a…

Losing a loved one

Mannie Lucero February 23, 2026 No Comments

One of life’s greatest challenges is the loss of a loved family member – particularly a long-term spouse or partner. Knowing where to start can be a big help at…

Retiring in 2026? Four smart moves to protect your lifestyle

Mannie Lucero February 23, 2026 No Comments

Over one quarter of a million Australians will start their retirement in 2026. Many more are looking ahead to the time when they can swap their 9 to 5 roles…

Ten things to know before gifting wealth

Mannie Lucero February 23, 2026 No Comments

What if you opted to give a present that could help shape the financial future for yourself or your loved ones? Before you make that transfer or sign over an…

Setting the scene: The art of structured client conversations

Jonathan Douglas February 19, 2026 No Comments

In the world of professional advice, surprises are rarely welcome. Clients expect clarity, confidence and consistency – and so should you. Experienced professionals know what they’re going to say and…

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The power of visual aids – how they help you get better client outcomes

Introducing CapBack Licensee Solutions – a full backoffice service for self licensed AFSLs

Downsizing your home? Understanding the downsizer contribution

Five simple steps to saving cash (while still having a life)

Haven’t checked your super balance? Make sure you’re not missing out

Women in super – 5 smart super tips at every stage of life

The four types of proof you must demonstrate

Australians putting finances first in 2026

Losing a loved one

Retiring in 2026? Four smart moves to protect your lifestyle

Ten things to know before gifting wealth

Setting the scene: The art of structured client conversations

Learn more about Capstone