Financial Planet

Take a Life Centred Approach

to Being a Financial Planner.

We are all different and we all have our own goals and priorities in life. Every individual’s financial journey is unique. That’s why Financial Planet advocates for a taking a Life Centred approach to Financial Planning. We know that an effective financial plan needs to be informed by an accurate Life Plan. By taking the steps to understand your client’s life goals, you can now create a plan that will work to achieve those goals. Removing the selling of financial products provides truly unbiased recommendations to clients that are ready and prepared to take control of their financial wellbeing.

What does the future look like?

Lifestyle Planning

Financial Planet looks at the past, present, and future.

Your job is to get to know and understand your client’s values, and what really matters to them, by looking at their past, present and future. You’re there to help them make better decisions that align with their personal goals. Financial Planet helps planners provide real advice — the kind that doesn’t sacrifice accuracy and attention to detail.

Offer uncompromising planning

You’ll take in the “hard stuff” and come back to your client with practical recommendations and a Financial Plan that is based on their specific life goals. Remember, you’re a fee-only company. And you will save money. After all, that’s the idea, isn’t it?

The New Era

Traditional Financial planners receive commissions based on Assets Under Management. That means the more the client invests, the more the advisor earns, regardless of whether they are providing more value to the client’s investments. As a fee-only financial planner, your client pays a set fee, receives valuable advice, and moves toward the life they’ve always dreamt of creating.

Ready to get started?

Get in touch with us today to learn how you can build a business that is sustainable and ready for the future. More people are searching for a fee-only financial planner today than ever.

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