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Case Studies

 

ANZ

"Excellent!... Good material, hit the mark..."

Commonwealth Bank

"... rated 'the most useful...' everyone took something away for themselves and their business."

AMP

AMP

"... didn't have praise high enough for how good the session was."

FPA

Financial Planning Association

... just over 50% rated him as 10 out of 10 and 25% rated the topic relevance as 9 out of 10... a tremendous rating.

Perpetual

Perpetual

... provided its Business Development Managers with an understanding of the lifestyle planning process.

IPAC

"...extremely relevant, dynamic and fun - a totally enjoyable experience."

Godfrey Pembroke/MLC

"You exceeded my expectations..."

Retire Invest

RetireInvest

"... extremely relevant and practical lifestyle planning message for our clients with real 'take home' value."

Tower Life Australia

"Ian's lifestyle planning techniques puts the emotion and fun into financial planning for clients."

Hillross

Provided an integrated program to further develop them within the business.


"...puts the emotion and fun into financial planning for clients... makes a clients goals come alive"
Tower Business Building Seminar

 

 

 
 
You can contact us by
phone 61 +2 9979 4949, fax 61 +2 9979 4969,
or email info@lifebydesign.com.au