Intermediaries / Brokers / General

Understanding financial advisors’ responsibilities amid product changes

Planning for prosperity

Succession planning is not just a prudent exercise; it's a critical strategy for ensuring the long-term sustainability and growth of insurance advisory firms.

A new challenge

Carmel Wealth Continues to Leverage Unique Value Proposition for IFAS with Three Acquisitions Announced

Carmel Wealth PTY Ltd, a leading investment holding company in wealth and risk management, is proud to announce three new transactions concluded with independent financial advisors (IFAs) who have recognised the value Carmel can bring to their succession and growth plans.