Case Study

Perpetual - Professional Development Seminar and Australia-wide Roadshow

Perpetual invited Ian Hutchinson to give a seminar which provided its Business Development Managers with an understanding of the lifestyle planning process, along with some basic tools they could use with their clients.

Ian says "The future of financial planning is in lifestyle planning. Clients don't actually want financial planning. What they want is what financial planning can give them, lifestyle".

"If planners can develop financial plans based upon the lifestyle aspirations of the client, this means a better service to clients, and fosters a long term working relationship between planner and client".

"Leading companies like Perpetual are recognising the importance of lifestyle planning in being at the forefront of the financial planning industry".

Ian also teamed up with Gerard Doherty, Executive Director of Perpetual Investments, to provide a roadshow on the theme 'The Balancing Act', with 13 different venues across Australia.

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