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B2P Mentoring Programs


Accountant Mentoring Programs

Accountant2Planner

B2P Mentoring - for accountants wishing to control their own future.

B2P Mentoring has pioneered a complete start-to-finish solution to guide accountants through the journey to becoming successful financial planners. In partnership with HNW Planning we provide:

  1. A proven mentoring and development program;
  2. The ability to build your own branding and create a saleable advice business;
  3. Retention of ownership rights - you can sell your business to another planner or move it to another AFSL at any time;
  4. The ability to maximise returns per hour of work;
  5. Use of leading IT systems including training and assistance to optimise;
  6. A Licensee dedicated to accountants transitioning to financial planning.