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What can B2P Mentoring do for me?

B2P Mentoring provides support to financial advisers by helping to bridge the gap between formal training and commercial application of skills.

B2P Mentoring has a range of key programs to help both new and existing financial advisers:


B2P Mentoring Programs

    Mortgage Broker Program

  1. Broker2Planner - Transitions Mortgage Brokers to Financial Planners;

    2. Accountant Programs

  2. Accountant2Planner (Full Authorisation Financial Adviser) - Program to transition Accountant to Financial Planners;
  3. Restricted Authorisation Financial Adviser

    4. Existing Financial Planner Programs

  4. Accelerated Familiarisation Program - To transition experienced advisers to HNW Planning from another licensee;
  5. Business Maintenance Program - The default program for the maintenance of a compliant and commercially successful business;
  6. Business Improvement Program - Designed to take an existing and successful financial planning business to consistently higher levels of best practice or specialised skills and as a result to optimise its commercial outcome.

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