Anne-Marie Esler
Articles by Anne-Marie Esler
Jul 2022

Super-splitting contributions with your spouse
Historically, successive Governments from both sides of the political spectrum, have continually tinkered with superannuation laws. This meddling results in constantly changing the goal posts under which financial advisers can provide advice. Since the introduction of the Transfer Balance Cap in 2017, the importance of splitting super contributions between spouses has considerably increased.
read moreFeb 2023

AdviceTech Podcast #23 – Padua
In this episode, Peita is joined by Matt and Anne-Marie Esler, Co-Founders of Padua. They discuss how Padua can be used to reduce the time and cost to produce high-quality advice.
read moreApr 2023

QAR to facilitate fintech innovation: Padua
While concerns have mounted that the Federal Government’s Quality of Advice Review (QAR) will change how advisers operate, Padua Solutions has signalled its focus on the opportunities the review will bring for fintech innovation.
May 2023

The latest costs and strategies in financial advice
There are a lot of vague statements about the costs of financial advice in Australia. This insider's knowledge shows the actual costs are skyrocketing but demand for financial advice remains strong.
read moreMay 2023

Switching platforms might be a complex task
Although advisers might be inclined to move to other platforms, the reality is that it takes a long time to switch platforms as it is a complex exercise.