The Financial Planning Forum was created by the team at Spring Plans to provide a place for financial planners to learn from and support one another, while collectively working to move Fee-For-Service, Advice Only Financial Planning into the national consciousness.
We believe financial planning can be a profession recognized for excellence in technical knowledge, client service and experience, and ethical behaviours. To do that, we need to mentor new planners, and be mentored by more experienced planners.
The forum started as a dream and has grown to become a group of highly engaged, ethical financial planners who are focused first and foremost on providing great advice to clients.
Plus, we're just not all that interested in selling things. We really want to help and give great advice.
Are you an advice-only financial planner? Join the Forum.