Making financial planning scalable has been a major challenge for advice practices. There are only so many client meetings and advice documents a practice can physically squeeze into a week. However, that number can be a whole lot bigger with technology. It used to be widely accepted that the optimal number of clients a single
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.
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