Intelligent Planning

Intelligent planning is a bespoke, privately owned licensee with a broad compliance approach and business growth mindset to assist you grow your advice practice.

We believe in fostering a strong partnership with our advisers. You are not just an authorised representative; you are a valued member of our community. Your success is our success. 

We want you to feel like you're part of a community of your peers and our licensee. In 2024, we held our inaugural Annual Conference that facilitated networking and knowledge sharing. This will be an annual event as we believe in the importance of getting together.

Additionally, an Annual Business Planning, thought leadership and Professional Development Forums (in person) which began in December last year, will continue to feature on the calendar every year going forward.