Case Study

Godfrey Pembroke/MLC
Creating a Better Lifestyle for You and Your Clients

Godfrey Pembroke Financial Consultants, part of MLC, invited Life by Design's Ian Hutchinson to Western Australia to speak to participants from around the country.

Ian says "Godfrey Pembroke and MLC are starting to recognise that lifestyle planning is one of the core elements of financial planning".

Ian's ran a half day program on 'Creating a Better Lifestyle for You and Your Clients'. The program was designed to give the whole team at Godfrey Pembroke, including their financial planners, an introduction to the Lifestyle-Driven Financial Planner, the rationale of lifestyle planning, and to demonstrate some of the tools in Life by Design's Lifestyle-Driven Financial Planner.

Ian says "Clients don't want financial planning. They want what financial planning can give them, which is lifestyle".

Andrew Kuruc of MLC says "I have seen many 'lifestyle' presenters, and present on the subject regularly. I have also been involved in developing MLC's value proposition in Australia, New Zealand and in the United Kingdom over the past 5-6 years. You exceeded my expectations Ian, and for that I both thank and congratulate you".

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