Why use our platform?
As the government continues to regulate the advice industry, it’s even more important to provide value-added services to your clients.
Ongoing, useful conversations with your clients about their financial arrangements and goals are essential. They help to nurture relationships and drive uptake of relevant products which directly meet client needs.
Your Financial Wellness is an online program which delivers an educational service, empowers your clients and directs them to you before they make any major financial decisions. It helps you anticipate your client’s needs so you can have constructive, well-timed conversations in the circumstances which work best for both of you.
Want To Know More?
The Your Financial Wellness program can give your firm or practice a best-in-class online and mobile solution to help you to educate, engage and connect with your clients anytime, anywhere.
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