HNW Planning's Vision and Purpose
VISION
HNW Planning Pty Ltd and
its Representatives
offer
the preferred boutique
Australasian financial advisory
service
to a growing and
satisfied clientele.
PURPOSE AND METHODS
The purpose of HNW and its network of Representatives is to ensure clients receive services and products which are appropriate and advice which is professional, fearless, trusted and highly valued to:
- Create wealth
- Protect wealth and
- Facilitate the transfer of generational wealth
- Sharing its Vision and Purpose with its Representative network
- Supporting Representatives to run efficient and profitable businesses through:
- Supplying sales programs, and software templates
- Benchmarking
- Training
- Mentoring
- Coaching
- Licensing and
- Branding
- Training programs carefully crafted around our Representative’s experience and qualifications
- Policies that clearly and succinctly state our guiding principles
- Compliance to ensure our Representatives and HNW improve the services offered and more than fully meet obligations to clients thus improving our competitive position
- Procedures that detail the training, advice and product delivery processes to be used
- Partnerships that build our business’ capacity, particularly:
- Pre-vetting suitable service providers as Approved Referral Partners
- Matching representatives with different skills to work collaboratively
- Research to help identify the most appropriate opportunities for clients, and
- Governance for the long term control of our services to clients and Representatives, particularly for:
- Appointment of Directors and senior managers
- Financial budget’s control and audit
- Staff reviews and remuneration
- Auditing all methods and procedures enabling continued improvement and reinforcement of license obligations