The Planner Lounge is an Australian site providing resources for Australian Financial Planners to build a better business. It is also an open forum for planners to share ideas, concepts and resources. Templates, Excel checklists, recorded interviews and best practice articles are posted regularly by industry specialists as well as by readers. The site has been designed for planners and practice managers to improve their own performance and that of their organisations. Planner Lounge Australia provides informative content to financial planners as well as regulatory information. |