Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.
Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.
Find out more about our Community by searching 'NextGen Planners' on Google.
•Steve’s background and how he setup his firm, Smart Financial •How he views the world of Financial Planning •The process he takes every client through •How he has built a team •Where he sees the business and profession going forward