Midwinter's Best Interest Newsletter

Midwinter’s Best Interest Newsletter

Welcome to the 4th Edition of Best Interest – Midwinter’s regular newsletter – designed to provide you with a range of tips and updates to ensure you can provide your clients with the valuable advice they need, in a way that they can understand, whilst ensuring you meet your all- important compliance requirements.

 

Welcome to Best Interest

Peter Burns – Best Interest will provide you with a range of articles and updates which we hope will be of interest, not just for financial planners but also their support staff and management. Click here

Midwinter ranks #1… again

Julian Plummer updates you on the latest result from the May 2013 Investment Trends, Planner Technology Report. In this independent survey of over 1000 financial planners, Midwinter ranked #1 for the 4th time in 5 years for overall Satisfaction by our users. Click here

AdviceOS is here

Joseph McCann introduces AdviceOS, Midwinter’s next generation of financial planning software. AdviceOS incorporates the brilliantly simple advice modelling functionality of Reasonable Basis, with the best features of a Client Management system – all delivered via the very latest in cloud computing technology. Click here

2013 Budget changes

Reda Daher demonstrates the fact that Reasonable Basis now has all the May 2013 budget changes incorporated. Reda also walks us through how you can now compare 2 Centrelink scenarios within the Aged Pension module, ensuring clients understand why your strategy is in their Best Interest and provides them with a superior outcome. Click here

Midwinter & FOFA

Justin Labruna offers up 3 separate FOFA/FDS solutions, across Reasonable Basis, Client Manager and AdviceOS – ensuring no matter which Midwinter software you are using there is a FDS solution available right now. Click here

Midwinter website relaunch

James Murphy introduces you to the new look and feel of our website. We hope you agree it looks great and remains simple to navigate. Any feedback on the new website is greatly valued and encouraged. Click here

Midwinter FOFA survey results

Andrew McClelland reports on the results of our recent survey of Financial Planners which identified your concerns around being ready for the FOFA reforms. Click here

Midwinter in the Gobi Desert

Peter Burns brings an unbelievable story, a good news story, of the Midwinter sales team member (who you may have spoken to over the phone) who recently competed in one of the world’s toughest endurance tests – the 2013, Gobi March through the Gobi desert in Eastern China. And he came 4th overall – carrying a double hernia, if you don’t mind. Read on and get inspired!

Midwinter goes social

We are going social with month – so watch your monitors over the next few days for a chance to win a nice bottle of wine – one to be won in each State. Good luck!

We hope that this issue of Best Interest proves informative and helps you get the maximum value from Midwinter. Should you have any feedback or suggestions regarding the content of Best Interest please do not hesitate to contact us on 1300 882 938, or provide feedback online.

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