Introducing POWER Planning
A new Consumer Outcomes Focused approach to Financial Planning
Latest Articles
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Navigating a whiteout
If you are going to venture into an unfamiliar and potentially dangerous environment, go along with someone who knows what they’re doing
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Ace your Annual Review
Annual review meetings are an important opportunity to cement your relationship and hopefully reassure clients that they have enough.
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Finesse your first meetings – Part 3
In this session, we help prospects to identify what their money is for, so that they can fund a fulfilling life.
Watch on Demand
Financial Planning Practitioner & business owner, Neil Parker’s 3-part series on Going on your own
Spotlight
Mitch Anthony discusses his approach to Life Centred Planning
WATCH ALL MITCH ANTHONY VIDEOS
Podcasts
Rob Schwarz and Scott Millar talk to members of the Financial Planning community
