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Tangelo Talks: Andy Reynolds on supporting advice clients who have had successful TPD claims.

Tangelo Talks: Andy Reynolds on supporting advice clients who have had successful TPD claims.

In the latest episode of “Tangelo Talks” Conrad Travers sits down with TPD and Injury claims specialist Andy Reynolds (also a practicing financial adviser) to talk through some of the myriad traps advisers and lawyers who don’t understand this area thoroughly can fall into, for example, Centrelink and tax implications.

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Growth mindset and ignoring the noise

Growth mindset and ignoring the noise

“Ignoring regulatory distractions and focusing on business procedures is key for advice practices to maintain a growth mindset," according to AFSL consultancy Tangelo Advice Consulting” reports Professional Planner. Tangelo’s Selin Ertac and Conrad Travers spoke at the recent SMSF Association National Conference in Brisbane.

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