Our Strategic Partnership
We chose a partnership with MLC Financial Planning
To better service our clients and to make a real difference to their finances, we need to understand their goals and circumstances. So doesn't it make sense if we can reduce our paperwork and associated administration, and in turn spend more time talking to our clients?
To help us to achieve this, we have embarked on a strategic partnership with MLC Financial Planning. As a member of the National Group of Companies, MLC Financial Planning (MLCFP) offers a well defined business model with access to an extensive range of services to support the development of advice focused businesses.
As an Authorised Representative of MLCFP, we can access a comprehensive range of services and solutions available through the National Group - to help us deliver a quality advice and service, to satisfy your needs.
These services have been developed in line with an industry leading adviser-to-client financial planning process which assists the delivery of quality financial planning advice services to you.
Key elements of the offer to Plan 2 Prosper from MLCFP are as follows:
- Access to an industry leading advice platform to support efficient client servicing;
- Strategic advice and technical/legislative guidance; and
- Access to a wide range of product and platform implementation solutions.