The technology stack offered by your licensee should provide the support you need to deliver advice efficiently while providing a diverse and secure framework. If it’s not, there’s every chance your back office will be slowed by time-consuming and costly administration. We understand that technology is core to your financial planning business success. That’s why…
Choice is fundamental to quality, personal financial advice but too much of it often comes at the cost of scale and efficiency, Neil Younger writes.
We’re more than just a financial planning licensee. We offer an opportunity to join an energetic, collaborative community of successful financial planners who, while seeking leadership, innovation and more value from their licence, expect outstanding business support too!
Today, we launch our new website and with it, we renew our commitment to great Australian financial planning practices that seek outstanding business and licensing services.