20 – 21 March 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

20 - 21 MARCH 2019
ICC Sydney Exhibition Centre
Darling Harbour, Sydney

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Exploring Models for Adding Financial Planning to Your Firm

Theatre 4
Financial Planning Next Conference

Accounting firms wanting to establish a wealth and financial services division face a range of options. They can refer clients to several external financial planners or align themselves with just one. A firm may choose to build their own division from scratch and fast-track growth by acquiring a book of fees. Learn how to weigh up the pros and cons.

Key takeaways:

  • Get clarity about your options for moving into financial planning
  • Find out how you can help your clients take a more holistic approach to financial services
  • Understand which options would be the best fit for you