MyPlanner™

Privately owned financial planning licensee focused on supporting Planners, Accountants and Mortgage Brokers provide objective based advice. The world of financial advice has changed forever. The financial planning industry will never be the same and it will continue to change at the rapid pace. To thrive as an advice business demands a robust business model and operating system that helps you deliver quality advice efficiently to your clients. At MyPlanner™, our prime function is to be the focal point for leading proprietors of financial services businesses who want to build quality businesses based on the highest levels of professionalism and service. With over 150 licensed professionals as part of our Group, supporting licensed Representatives to provide quality advice is what we do.