WHAT MAKES US DIFFERENT?
QUALITY
Next Generation Financial Planning only utilizes financial planners who have achieved Certified Financial Planner accreditation from the Financial Planning Association. We believe that ensuring your adviser is accredited with this certification goes some way to ensuring the highest quality of advice is provided. Through regular investment briefings and monthly continuing professional development exams, our advisers stay abreast of changes which affect our client’s investment portfolios, whether from a strategy, legislative, investment markets, or at the product level.
Next Generation Financial Planning only utilizes financial planners who have achieved Certified Financial Planner accreditation from the Financial Planning Association. We believe that ensuring your adviser is accredited with this certification goes some way to ensuring the highest quality of advice is provided. Through regular investment briefings and monthly continuing professional development exams, our advisers stay abreast of changes which affect our client’s investment portfolios, whether from a strategy, legislative, investment markets, or at the product level.
“Next Generation Financial Planning Pty Ltd (ABN 25 133 907 463) is a corporate Authorised Representative (number 337433) of Meritum Financial Group (ABN 93 106 888 215 AFSL No. 245569).”