Practice Owners – Now is the Time to Reach Out
If you started in this industry as many of us did in the 80’s and 90’s, you will have witnessed constant changes over the years. We have been active participants, and observers of this great profession. We have seen the work of financial planners touch people’s lives and make significant contributions to their financial and lifestyle wellbeing.
However, we have never witnessed a time where financial planners and their businesses face many uncertainties that directly impact on their professional and personal lives.
Most people entering or starting up a new business have a clear vision and a plan to achieve their outcomes including a strategy to exit the business at a time in the future and have adequate contingency plans in place of those unpredictable circumstance’s. However, the current environment is vastly unusual, we are witnessing the impacts on the Banks by the Royal Commission and its overall effect on the advice industry. The RC has fuelled greater uncertainties for advice businesses as there are several factors that remain unresolved directly effecting future sustainability and valuations of practices.
Do you have someone to discuss these issues with and help you set the direction for your business over the next 3 -5 years?
Our Directors, Paul Kelly, Dennis Bashford and Manoj Pillai have a total of more than 80 years of Industry experience.
To speak to one of us please call our office on 07 3018 0400.
Or email firstname.lastname@example.org
Futuro is a community of advisors built on group commitment, trust and companionship. We are unique in many ways but this core belief and ability to bring our advisors together, often to work with each other and thrive is what sets us apart.