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New Generation Advisor
Raving Financial Fans

 

"The New Generation Advisor Program has given us a structured solution for providing Lifestyle Planning to our clients. We have gained a better understanding of our clients lifestyle goals and objectives which we then use to create a meaningful Financial Plan. The plan is centred around their lifestyle goals rather than financial goals, creating a clearer vision for the future."

Adam Moir

Financial Advisor, Garvan

 


Cutting Down The Timeframe To Get Specific Priorities

"I've been using the lifestyle priorities worksheet in the first interview; this helps cut down the timeframe to get to specific priorities and discussions with clients."

Catherine Wong Doo

Senior Manager Financial Planning, Private Bank

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 A More Successful Business

"Most beneficial has been helping me realise how I can make my business more successful."

Vicki Carr
Financial Planner

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"Your presentation highlighted to our financial planners that the old adage 'there is more to life than money' is more accurate than ever, when not only dealing with their clients but also with our own aspirations. Your lifestyle and work life balance strategies provided some practical tools that were of great value."


Chris Yena

Hillross Financial Services Limited

 


More Loyal Client Base

"Helped my clients better establish for themselves what their lifestyle priorities are and for me to develop a more loyal client base and as such, have a greater share of the wallet."

Tania Stride
Financial Planner

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"I found the teleseminar a great start to my goal to be a true lifestyle planner. I found it refreshing to see that there are others out there that share my enthusiasm. The hookup was excellent. I can see the big picture and will make the time. I am excited to be part of this and look forward to the journey."

John Hemsworth CFP Dip FP
Portfolio Lifestyle Planners
 


Important For The Future of The Business

".most valuable thing was to think about what was important for the future of the business.

Doing this through the New Generation Advisor program has helped all of us understand the direction in which we're going."

Charles Smith

RPDM

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 Identifying Lifestyle Issues

"The New Generation Advisor program helped identify my own lifestyle issues, goals and objectives and ultimately having that flow onto getting clarity around the client's lifestyle financial planning."

John Payne

Senior Manager Financial Planning

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