You will need to be an industry specialist having worked in a particular sector of the Australian market.
Firstly, you will need to be highly skilled in your area – marketing analysis, marketing strategy, financial analysis, financial reporting, business writing, company legals.
But secondly, you will have to have had experience helping people. Teachers have to be good at the subject they teach but they also must know how to teach. Business Planners have to have the technical skills above, but they also have to know how to talk to people respectfully, empathetically, and kindly.
We believe that treating our clients with the utmost courtesy and respect and understanding the pressures and stressors they’re under to get their Plan written for whatever they need it.
The client is the most important person in the relationship while we work for you.