Email address and contacts
Our strong "WHY" is to create an ecosystem for growth-focused Financial Planners to access value-for-money paraplanning expertise, exponential business growth and cost savings. Taking a system-first approach, we craft personalised solutions as a launchpad for Financial Planners to build a profitable & and scalable practice. With over a combined 40 years of experience in the Financial Services Industry, we focus on engineering processes designed to scale results predictably using innovation and our diversely skilled team. Our team comprises Practice Management Consultants and Specialist Paraplanners with strong values tied to customer service and operational excellence.
13
Sri Lanka
