There has been an overwhelmingly positive response from the SMSF sector to the draft regulations for Treasury Laws Amendment (Self-managed superannuation funds—legacy ...
SMSF establishments are expected to exceed 30,000 for FY24 – the first time since the transfer balance cap was ...
Big four accounting firms EY, PwC and several other accounting firms have been selected as finalists at the inaugural ...
Over 70 per cent of SMSFs are not benefiting from access to professional financial advice, according to a new report
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SubscribePrincipal of Condell Financial, Andrew Condell, tells Katarina Taurian how a focus on people and community is crucial to his new practice’s growth
“We are different,” says Andrew Condell.
“We’ve got a sign out the front on our window inviting people to click onto our website. It says, ‘Find out why we’re different’. We’re not a bank and we offer a personal service, we’re 100 per cent owned privately.”
Condell Financial prides itself on taking a personal approach to financial advice, marketing itself as a firm that is interested in its clients’ stories and personal financial goals.
“We take a different approach to people who are going to see a salaried bank planner, or people who are much more tied into distributors,” Andrew says.
“People come in here with their life savings and their stories and you develop really close relationships with them. Building that trust is probably the most enjoyable part.”
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