Our tools provide you with relevant, regularly updated and easily accessible information to assist you in building successful client relationships and building your business.
Building client relationships
Market volatility update
During volatile times, we will provide regular updates and insights about what's going on in global share markets.
Online volatility tool
This tool helps explain some of the risks of investing. You can choose different asset classes and time periods to look at. The site is updated monthly with the latest market data.
Share market wall chart
A history of share markets around the world over the past 25 years, including key events.
A4 share market chart
A history of Australian and Global shares over the past 30 years, including key events.
Building your business
PracticeOne
PracticeOne gives you access to practical business tools, industry experts and case studies.
Module One of the program takes a look at Human Resources - recruitment, remuneration, training, staff reviews and dismissal. The module also includes interviews with HR experts and a library on making the most of your human resources.
Module Two of the program takes a look at Succession Planning and tells sellers how to get their business fit for sale, suggests common ways to value their practice, offers tips and warns of traps surrounding the final agreement. The module also looks at the issue from a buyer's point of view and explains what goes on during the handover of a practice.