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“Insurance semantics misleading clients” March 6, 2014

Posted by Meike Suggars in In the media.
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Meike was featured today, 6/3/2014, in IFA Magazine in an article about Australian’s misunderstanding the insurance they have within their super.

“Poor life insurance terminology by superannuation funds is creating a false impression among clients that they will be covered in the event of an illness, says a risk adviser.

The comments by Suggars & Associates adviser Meike Suggars back up recent Zurich research which show Australians are ‘mis-informed’ about life insurance – and are either uninsured or ‘mis-insured’ as a result.

Ms Suggars said her clients are often misled to believe that the life insurance in their super fund will pay them in the event of illness.

“I think that’s because often a superannuation insurance statement will say that it includes terminal illness,” Ms Suggars said.

“But there is no further explanation in the statement as to what that means,” she said – adding that semantics and terminology are often at the heart of the confusion…”

Meike Suggars in IFA Magazne

IFA Magazine, 6 March 2014

Read full article here.

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“‘Cheap shot’ at upfront commission” November 27, 2013

Posted by Meike Suggars in In the media.
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Meike was quoted today, 27/11/2013, in Wealth Professional in an article about insurer sustainability and commissions.

Ever-savvy customers are shopping around for the best life insurance deals and advisers are getting “blamed” for being greedy with upfront commissions.

Last week, Suncorp managing director Patrick Snowball told a business lunch in Sydney that adviser business models have become reliant on high upfront commissions and this is unsustainable.

But Suggars & Associates risk adviser Meike Suggars, who has been in the risk industry for four years, told Wealth Professional if she had not been able to take upfront commissions she would not have been able to start up her business.

She disagrees upfront commissions are too high, and says although it is easy to blame advisers, the issue of insurance sustainability is much bigger than just commissions…”

Meike Suggars discusses commissions

Wealth Professional, 27 November 2013

Read full article here.

“Australian adviser shows skills in Nepal” September 26, 2013

Posted by Meike Suggars in In the media.
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Meike was featured today, 26/9/13, in Wealth Professional, in a story covering her recent holiday and volunteer work in Nepal.

“Sometimes when you get a bit fed up with the system at home, it pays to take a look further afield to reposition your perspective.

Risk specialist Meike Suggars learnt that lesson this year. Suggars is an authorised rep for Synchron, and partner at Suggars Associates with her father Jeff Suggars. She joined the business in 2009, following seven years in marketing, as part of her dad’s succession plan. However, before taking over the business completely, Suggars thought she would see a bit of the world….”

Meike in the Media - "Australian Adviser shows skills in Nepal" Wealth Professional 26 Sept 2013

Wealth Professional, 26 September 2013

This article also featured on www.southasiarevealed.com

“RiskInfo Case Study: Mentoring” July 27, 2013

Posted by Meike Suggars in In the media.
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Meike was featured in RiskInfo in a case study looking at mentoring within the financial services industry.

“A shared interest in social media and technology led James Sutherland and Meike Suggars to embark on a mentoring relationship. Three years on, having both experienced significant growth in their personal and professional development, they share what they believe is the key to making a mentoring relationship work…

…Suggars and Sutherland met at an Association of Financial Advisers (AFA) Conference three years ago and immediately connected.  After chatting about all things social media, and having realised they could learn from one another’s experiences, they agreed to set up a regular, monthly catch-up.

“Our conversations generally involve bouncing ideas off one-another, and talking through challenges or opportunities within each of our businesses,” says Sutherland…”

Meike Suggars Mentoring Case Study Riskinfo

RiskInfo, July 2013

Read full article here.

“Future of finance is in younger advisers” July 8, 2013

Posted by Meike Suggars in In the media.
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Meike was featured today, 5/07/2013, in the Australian Financial Review magazine in a profile story covering her entry and early success in the financial advice industry.

“Meike Suggars was not initially interested in following her father Jeff Suggars’s footsteps into financial advice.

‘I did marketing at uni and Dad asked me when I was finishing up if I would like to join his business, at which point I quite rudely said, ‘No, I’ve just spent four years studying marketing, so that’s what I’m going to do,’ ’ she says.

After eight or nine years in that line of work, Suggars was ready for a change. She was living in London and wanted to come home.

‘I decided I wanted to explore other options than marketing, so the idea of working with Dad reared its head again,’ she says….”

Read the full article here.

Meike Suggars profile in AFR

Australian Financial Review, 5 July 2013

“Banks shift gears on technology spend” June 3, 2013

Posted by Meike Suggars in In the media.
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Meike was quoted today, 3/06/2013, in the Financial Standard in an article covering the use of technology in the delivery of financial advice.

“There is a role for large players and there is a role for smaller players in the industry, but in terms of providing scaled service and supporting advisers, you actually need to have a strong and robust infrastructure.”

Financial adviser Meike Suggars from Suggars & Associates says that she started using a tablet on December 2011 and has since then doubled the efforts to reduce paper in the office and work through online applications.

“I started in a paper-based business, but I soon wanted to use digital resources,” she says.

“Applications and technology are definitely improving the way we work today.”

 

Read full article here.

“Financial Planner Profiles: Meike Suggars, Suggars and Associates” February 19, 2013

Posted by Meike Suggars in In the media.
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Meike was featured today, 18/2/13, in Money Management, in a story covering her career as a financial adviser.

After making a career change, Meike Suggars is preparing to take over the family risk practice as her father nears retirement.

Why did you get into financial planning?

I got into financial planning because my dad’s been in the risk industry since 1990 and I wanted a change of career.

I had grown up with it in my house, and saw how my dad was able to support the family financially without sacrificing his family life.

I studied marketing at university but wanted something that was more flexible and would fit better with my life — something that I felt was more meaningful….”

Meike Suggars profile in Money Management

Money Management , 18 February 2013

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“Financial advisers recognised for social media strategy” November 16, 2012

Posted by Meike Suggars in In the media.
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Meike was mentioned today, 16/11/2012, in the Financial Standard in an article covering the first SMILEYS Awards.

“…’The Conversationalist’ Prize went to Sutherland, a self-confessed technology buff who’s behind the Association of Financial Advisers (AFA) social media push, alongside another financial adviser Meike Suggars…”

Read the full article here.

“AFA announces Rising Star finalists” October 3, 2012

Posted by Meike Suggars in In the media.
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Meike was mentioned today, 3/10/2012, in Money Management in an article announcing the finalists of the AFA Rising Star Award

The Association of Financial Advisers (AFA) has announced five finalists for its annual Rising Star of the Year Award, with the winner to be announced at the AFA National Conference on the Gold Coast on 28 October.

According to AFA the award, which is sponsored by OnePath and has been running since 2005, “recognises the best new advisers who provide quality, holistic advice; demonstrate a commitment to education and make a valuable contribution to their industry and to their community”.

AFA chief executive Richard Klipin said the commitment and capability of this year’s finalists demonstrated that the future of the profession was in good hands…”

Meike Suggars Rising Star Money Management

Money Management, 3 October 2012

Read full article here.

“2012 AFA Rising Star Finalists Announced” October 3, 2012

Posted by Meike Suggars in In the media.
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Meike was mentioned today, 3/10/2012, in RiskInfo in an article about the AFA Rising Star of the Year award finalists.

The Association of Financial Advisers (AFA) has announced the finalists for its 2012 Rising Star of the Year Award.

Four out of five finalists hail from Victoria, with Western Australia the only other state represented in the shortlist.

This year’s AFA Rising Star of the Year Award Finalists are:

  • Angus Gallagher – Knightcorp Life Insurance & Wealth Management (Western Australia)
  • Cameron Forbes – Forbes Financial Planning (Victoria)
  • Matt Hale – Financial Design for Life (Victoria)
  • Meike Suggars – Suggars & Associates (Victoria)
  • Scott Mitton – RI Advice (Victoria)…”
Meike Suggars Riskinfo

RiskInfo, 3 October 2012

Read full article here.