Adviser Success Podcast Series
Learn how the Poole Group has found a great formula that successfully combines accounting and financial planning advice services. Hayden White reveals how an involvement in the claims process can make all the difference for accountants in their engagement with financial advisers.
August 5, 2020
New data from the FSC, exploring the gender differences for claims, shows that the top cause of death claims is cancer for both men and women, but at a far higher percentage for women, and that for TPD claims, mental health disorders tops the list for both men and women at 24 percent and 27 percent…
Read moreMarch 26, 2020
Poole Group is here to support you! Whilst we are continuing to operate as usual, we only have skeleton staff working at our office. The majority of our team is now connecting securely to our server from their home. This ensures minimal disruption to providing you with our standard quality services.
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