Our goal is to support Financial Planners to spend more time with their clients (the bit they love) and less time stuck completing the back office work (the bit they constantly put off). Up until recently, I was a financial planner (and prior to that a teacher, para planner, education and complianc...See more
Headquarters:
Australia
Company Type:
SME
Company size:
1-10 Employees
Year Founded:
2020 (5 years)
Address:
null
LOW
spending power
