Practice Resources
Your Financial Planning home for insights, practice resources, and opportunities.
We support your endeavours as the true professionals driving the industry.
Dedicated practice resources for Financial Planning.
The Practice Resources page is designed for Financial Planning professionals with useful tools and information to enhance your practice. Articles, research, templates, recommended services, useful industry links, guides and more.
Practice Resources Library
Ask about our full HR Tool Kit designed and built for Australian Financial Planning Practices
Practice Resources and Tools
Ask us about resources to assist running your advice practice:
- Practice Management
- Growth Strategy
- HR and Employment
- Templates - Position Descriptions and Employment Contracts
- Balanced Scorecards / Performance Review
- Recruitment tips and guides Referral Partners and working with Accountants
- Financial Planning industry directory
- Recommended AFSL Service Providers
- Recommended AFSL Business Consultants
Updated regularly, keep checking back for new useful tools for your practice.
Dugald Braithwaite
Principal | 25 Years Experience
Since 1998 Dugald has delivered Management Consulting Services to the Financial Planning Industry.
Experience extends to supporting local & international wealth management clients with executive search, strategy, board reporting and large scale project execution.
Newsletters
Recruit 2 Advice | Quarterly Newsletter
(Archive) August 2019 - Financial Planning Practice Professionals #1
(Archive) August 2019 - Financial Planning Industry Practice & Growth Solutions
(Archive) June 2019 - Advice Industry Talent
What our clients say
Jim, Practice Owner
"Dugald is simply outstanding at what he does - his results reflect in the success of my business by helping us to assemble my amazing team.
Much gratitude to Dugald & R2A - highly recommended."
Jim Mills, Pratice Owner
Darren, SMSF Specialist
Dugald & Recruit2Advice are clear standouts around recruitment in the Financial Services. Dugald has been providing expert advice for 20 years now. Refreshingly Dugald will tell you what you need to know, not what you want to hear & will always be my first ‘Port of Call’ around any recruitment needs / queries around Financial Services’.
Darren Howard, Director/SMSF Specialist
Robert – Senior Financial Planner
"The individual approach was exceptional. By genuinely listing to my circumstances an introduction was made to a business that matched my criteria & aspirations. Almost 10 years on I'm still here!"
Senior Financial Planner
