Our Business
Planning for Life is focussed on delivering an exceptional industry leading level of advice and service to clients.To achieve this outcome the business is focussed on the establishment and implementation of the following key strategic principles:
- Above expectation delivery to clients
- Consistency and quality in everything we do
- Automation of our clearly documented processes
Our achievement of these key strategic principles will be based on our team adhering to the following core values:
- Highest ethical and moral standards
- Respect, care and consideration for all team members
- Individual ownership and accountability for delivery to clients and the business
- Excellence and quality in client advice and service
- Compliance with business standards, policies, processes and procedures
Our people will also be an extremely important factor in our success. Our team at Planning for Life are exceptional and it is important to recognise that the advice and service we provide draws on the skills and experience of the whole team. We therefore believe it is critical to invest in the development of our people and the maintenance of a culture focused on innovation, professionalism, improvement and most importantly having fun.
Our Relationships
Planning for Life has a key relationship with GWM Adviser Services Limited. GWM Adviser Services Limited provides Planning for Life with a range of industry, investment, risk management and practice management support and advice. GWM Adviser Services Limited is a member of the NAB group of companies.
Our office is excited to be part of GWM Adviser Services Limited which has won the CoreData Major Financial Advice Group award for the second consecutive year.
The award is the result of mystery shopper research conducted throughout Australia by CoreData1 and recognises the quality of customers’ experiences when seeking financial advice.
The customers visited advice practices and ranked them against a number of criteria to give their overall experience a rating. They found GWM Adviser Services Limited provided the most consistent service overall and were leaders in the Quality category.
Planning for Life also has relationships with a number of other service providers including; Accountants, Finance Brokers and Lawyers to support the delivery of our service promise to clients.
1 CoreData is the research arm of an Australian market intelligence and consultancy firm, with representatives in New York and Paris, and affiliates in Beijing and London.
