Training Technical Financial Planning
We offer workshops on a variety of Financial Planning topics with a strong focus on the practical application thereof.
We also offer facilitation services of your own content or qualifications.
Consulting on Technical Financial Planning
Have a complex client you need to do planning for? Feeling a little out of your depth?
Confident with your plan, but you want a second opinion or set of eyes to soundboard with. We can be your soundboard and provide guidance.