HNW Group Holdings have brought together HNW Planning and B2P Mentoring to provide Mortgage Brokers and Accountants with a complete solution to becoming financial planners.
Some of the considerable benefits offered are:The HNW Financial Planning Process provides you with comprehensive Financial Planning advice and assistance. Their advisers help clients in the ongoing process of arranging and coordinating their financial affairs and achieving their personal goals and objectives.
They can help their clients manage debt, build wealth, achieve financial security and have the freedom to enjoy life.
HNW Planning is a privately owned company. HNW's first and foremost responsibility is to their clients, they are not beholden to large institutions that focus on the distribution of their own products.
SYNCRM is a privately owned Australian company that was established by a financial planner out of frustration with incumbent financial planning software.
SYNCRM solutions are being developed by a dedicated team of application designers and developers, with significant input from financial planning practitioners.
SYNCRM appreciates that each client is unique with specific needs for their business; their solutions are completely customisable and modular, so clients can choose what they want for their business.
The SYNCRM goal is to reduce costs and increase service quality by SYNchronising Customer Relationship Management software in clients' business operations and integrating with other information technology solutions.
Intellitrain is an Australian owned Registered Training Organisation (RTO), authorised to deliver nationally recognised qualifications. For the past eight years, they have specialised in the Finance Industry and have a track record of providing highly professional, results driven training that makes a direct contribution to the client's business.
Intellitrain management have a combined 30 years of finance experience and over 50 years of combined training & development experience.
AAMC Training is a Global training organisation that is an Australian registered RTO. They offer eLearning and online training management systems that are effective, professional and catered to meet a clients business needs. AAMC supplies accredited Financial Planning training courses ranging from Certificate, Diploma, to Advanced Diploma. These are the same level recognised courses delivered via TAFE and Colleges, some being recognised by Australian Universities as entry level requirements.
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