Blog

FYG Planners are pleased to announce Steady Wealth Financial Planning have joined our financial services licensee. Steady Wealth are a privately owned financial planning practice operated by Jacek Klukowski in Melbourne. Jacek has worked in the financial advice industry since 2006, has a Bachelor of Business (Financial Risk Management) from Victoria University and holds a […]

How important is support to an advice business? It’s especially important – you’re outsourcing key components to your AFSL. FYG Planners is built around providing prompt and accurate support to advisers whenever they may need it. Mandy Mellor of BDO Private Wealth (Cairns) discusses quality of the support at FYG Planners. 

Culture is a key aspect of FYG Planners’ value, not only through the support staff, but across the adviser network. FYG aims to employ the best support staff and have an adviser network that offers a collegiate culture. Mandy Mellor of BDO Private Wealth (Cairns) discusses adviser support at FYG Planners. 

FYG Planners are pleased to announce Plan FSI have joined FYG’s privately owned financial services licensee. Plan FSI is a privately owned financial planning practice operated by Jon Belkner in Hobart, Tasmania. Jon has been in the financial advice industry since the 1990’s and has been running Plan FSI since 1996. FYG Planners Managing Director […]

Ethics and integrity have the utmost importance at FYG Planners. We want the best people, we want to deliver great service supporting advisers so they can put their clients first. Thabojan Rasiah of Rasiah Private Wealth talks about his experiences with FYG Planners.