The Business of Financial Planning
Financial Planning Theory & Financial Planning Technology
to work in perfect harmony
We offer face-to-face training in all areas of financial planning.
We also consult to Financial Advisers where they need guidance when doing planning for their clients.
We work with many of the major software providers in the financial services industry. This puts us in a unique position to assist Financial Advisers to get the most from the system they use through training and consulting.
We also design and build our own planning tools to complement existing systems and tools.
Clients we serve
Broker Distribution Franchises
Independent Financial Advisers
Corporates, Banks and Large Brokerages
Sales Managers and Franchise Principals