Maintaining our professional standards

Posted by Kirsten

We are proud to be longstanding members of the Institute of Financial Planning (IFP), which is largely considered the professional body for Financial Planners and Paraplanners. The core objective of the institute is to raise the professionalism of financial services and as a result, consumers can be sure that when they are working with a planner who is an IFP member, they are committed to maintaining the highest professional standards.

Professional Informed Advice

Through the institute we are able to engage with a community of professionals, sharing ideas, experience and learnings, thereby increasing our personal potential and helping us to deliver a service which puts the interests of our clients first.

The IFP keeps us up-to-date with all relevant issues and provides an avenue for maintaining our knowledge, skills and professionalism – which we believe are a crucial part of being a Financial Planner.

We regularly attend their Continuing Professional Development (CPD) seminars and events as part of our commitment to ongoing learning.

To find out more, visit the IFP website.

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