What you should know about Totally Integrated Financial Planning:
TIFP provide holistic services to all demographics.
Our broad expertise means we are well placed for the largest intergenerational wealth transfer to come, but we need to fine-tune our strategy on how to best capitalise on this wealth transfer.
We provide risk advice and aged care advice, both of which we are planning to grow.
Our major platform is MLC Navigator and we use XPLAN as our main software tool.
We develop our own model portfolios with assistance from a global multi-asset manager who provides analysis and input at our quarterly investment committee meetings.
We are currently working on:
- Improving our digital footprint
- Better processes and efficiency
We are looking forward to sharing ideas with the Alpha Group in Darwin!!!
Attendees:
Georgie Morris, Director, Certified Financial Planner
Richard Pawlik, Certified Financial Planner
Helen Sjogren
Website: