Financial Planning Integration – here’s how we do it.

There are basically two ways to integrate financial planning into your business or you can choose to simply refer. We offer all three options! Plus, you have the flexibility to shift between models at any time.

Depending on which model you adopt, we facilitate the integration of financial planning services into existing businesses by providing professional qualifications, second-to-none ongoing business and technical coaching, specialised client facing tools, implementation services and ready access to a team of highly experienced planning professionals who provide our Members with on the spot scenario and technical support and paraplanning services.

Our support and service model is unmatched in the marketplace.
Click here to see what is included.