Our Aim

The group are committed to personal, corporate and client service improvements.

We fundamentally believe that through sharing experiences and knowledge within an honest, open and collegiate group of like-minded individuals, we can succeed in this quest.

In pursuing this approach, we seek to deliver the very best advisory services to our clients and the wider population through social and print media outlets.

Through proven and disciplined actions, we drive to elevate our skills and service deliverables to a level that garners public recognised professional respect and status.

The West End Broker Financial Planning Forum is committed to fostering a stimulating, supportive and inclusive learning and working environment. In this quest, it does not and shall not discriminate on the basis of race, colour, religion, creed, gender, gender expression, nationality, background, origin or ancestry, disability, intellect, socio-economic status, sexual orientation, relationship status or political membership in any of its activities or operations. We embrace differences, defending the right to free speech and tolerate passively expressed personal views and social beliefs. We are committed to providing an inclusive and welcoming environment for all members, venue staff, speakers, sponsors, volunteers, subcontractors, suppliers and vendors.

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An altruistic group of financial planning and wealth management company owners and business influencers who exchange ideas, knowledge and experience in the pursuit of professional excellence and better client outcomes.