The vexing question of how to handle so-called C- and D-class clients has a new solution with the development of a program by DeltaPlan Financial Services. The program invites financial planning businesses to “sell” their lower-value clients to DeltaPlan in return for a 50 per cent share in the future revenue that DeltaPlan generates from
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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