About The Author

PlanFocus are the leaders in high-end XPLAN customisation. We provide tailored solutions for licensees and practices with an advice vision that is out of the box. Our consultants work with you to ensure a superior outcome is always within reach with you in control at all times.

News

5 tips for a smoother self-licensing experience

  Whether you are considering self-licensing, or you are an existing licensee taking on new advisers, transferring client and adviser remuneration can be a difficult task for the inexperienced. If....



July 8, 2020 by PlanFocus Team

Planfocus Advice Admin Services

  Introducing Planfocus Advice Admin Services Is compliance and limited automation hindering how long it takes you to produce advice and service your clients? Would you like to improve your....



June 23, 2020 by PlanFocus Team

Planfocus appoints senior consultant

    Today we are pleased to announce the appointment of Violet Sabo as Senior Consultant, Advice Admin Services. Ms Sabo joins the company to lead the Brokerage and Advice....



June 17, 2020 by PlanFocus Team

Planfocus Brokerage Processing Services

  Introducing Planfocus Brokerage Processing Services Running a financial planning business requires the broadest range of skills and expertise. Keeping your front office staff focused on client outcomes and out....



June 16, 2020 by PlanFocus Team

Do more of what you do best!

  Would you prefer to spend time speaking with clients and less time editing advice documents? Today, the Planfocus advice framework is used by more than 25 licensee across Australia.....



November 7, 2019 by PlanFocus Team

XPLAN solutions for every practice

  If you are a newly self licensed practice, you might be asking yourself if it’s worth engaging an XPLAN consultant to help you build out your advice framework or....



July 5, 2019 by Rob Corben

Licensees need a technology strategy

  Licensees could be missing out on efficiency improvements and not capitalising on the wave of integrated advice solutions on offer in Australia today. Most licensees don’t have a full-time....



May 27, 2019 by Rob Corben

FDSLite – FDS reporting

  FDSLite for XPLAN delivers high quality FDS reporting that can be produced in bulk or on demand. Running an FDS reporting process can be a complex business. FDSLite is....



May 23, 2019 by PlanFocus Team

Persona – Fact finder

  An important part of a client onboarding process is the data collection step. Missed or incorrectly captured information can directly affect not only the quality of your advice but....



May 10, 2019 by PlanFocus Team

Composer Version 6.4.2

  Composer 6.4.2 is now available to our managed service clients. PlanFocus is passionate about ensuring our solutions keep pace with what XPLAN has to offer as well as the....



May 10, 2019 by PlanFocus Team