Why Financial Planning

By: Laura Ripley

Chartered Financial Planner

Handford Aitkenhead & Walker

For many reasons my recent move from an investment focused role to a full financial planning one was quite simply the biggest decision of my career. I wanted to add more value to clients’ lives rather than just measuring financial returns.

By: Jessica Geere

Trainee Financial Planner

Magenta Financial Planning

Growing up, I didn’t have the classic princess stories or anything like that, I had books about the planets and stars. For my 11th birthday I was taken to toys r us and told I could pick anything I liked, and I picked a telescope.

By: Christopher Abel

Assistant Financial Planner

Mazars

The story about how I ended up in Financial Planning is probably similar to most people in the profession: I got there by accident.

By: Chris Simpson

Assistant Financial Planner

Mazars

A younger version of myself wouldn’t have had the confidence for a planning role nor the maturity or empathy to understand a clients financial worries and fears.

All our guests are ‘millennials’ in their 30s and sound advocates of the life changing powers of Financial Planning.

By: Brett Davidson

Founder

FP Advance

If you are running a Financial Planning business model, the opportunities have never been better. Aligning your business to a fee based Financial Planning service, provides a host of benefits for you and your clients. It’s the most profitable, fun and resilient way to conduct business.