A financial planning service has thrown down the gauntlet to the industry by offering consumers an online platform that is priced from a capped $27 per month. The Trulity financial planning service uses an online subscription fee model - with no asset based fees and no commissions – with principal Bill Kruger suggesting advisers have failed to connect with the wider community.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
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.
Industry
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