Move your Financial Planning Practice forward
I start by working with you to understand your Financial Planning Practice's current situation. Together we will identify your pain points and document your goals and come up with a plan to get your business running efficiently. I offer practical, hands on solutions so that you can continue working on your core business activities.
I’m passionate about helping Financial Planning Practices be the best they can be. Whether you're looking to grow, revamp, merge or sell your Business I will have a solution to help you achieve your Goals.
I've been working in the Financial Services Industry for over 20 years. I am a skilled Practice Management Consultant with a passion for helping to design and deliver business efficiency solutions to Financial Planners. My experience has been gained from roles focused on Practice Management, Transitional Project Management (Platform to Platform Change Management), Operational Leadership and Technology Consulting. I am very focused on utilising technology to help run Financial Planning businesses.
Danni Le Grande - Financial Services Consultant
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