Our JourneyRhonda McKenzie and Peter Reid first established Planning for Life in July 2004.
Prior to Planning for Life, both Rhonda and Peter managed their own financial planning practices. Rhonda and Peter believed that by joining forces they could leverage off each others strengths to establish a more structured and efficient business operating model that would ultimately deliver better outcomes to clients.
During this start-up phase, the business only had 5 staff and has subsequently more than doubled in size.
In 2006 the business invested heavily in an external consulting group to conduct a comprehensive review of its business operations. This review has enabled the business to establish a clear strategy for how it will achieve its future growth aspirations.
One of the other key outcomes from this review was the need to recruit a dedicated General Manager to coordinate the establishment and implementation of strategy. Planning for Life recruited Matt Phillips in 2007 in the role of General Manager.
Planning for Life is now one of only a handful of GWM Adviser Services Limited businesses in Australia who have been awarded the Quality Business accreditation, whilst each of our Advisers has also obtained the Quality Adviser accreditation. These Quality accreditations involve a stringent initial assessment and an annual quality and compliance audit. Planning for Life are extremely proud of our Quality accreditations.
As the business has grown there has been an ongoing focus on ensuring that there is a clear vision for the future, that there are well documented processes and standards and that our advice philosophy is supported by our quality management frameworks.