Learn. Earn. Build. With PlanHappy.

From your first Financial Planning exam to your name above the door.

Everyone's journey into the profession starts somewhere.

For some, it's studying for the all-important RO exams. For others, it's gaining the experience needed to become a competent adviser. And for many, it's the ambition to one day build a business they can truly call their own.

Wherever you're starting, PlanHappy is here to help you move forward.

We've taken everything we've learned from more than 25 years of building and growing our own successful Financial Planning firm and created three unique Partnership Programmes to help you get into and through the profession.

LEARN helps you prepare for the job, not just the qualification.

EARN gives you the opportunity to gain real experience, earn meaningful revenue, achieve competence and start building your own client relationships.

BUILD gives you our complete Financial Planning 'Business in a Box'. That means a whole team behind you, supporting you with Compliance, Administration, Paraplanning, Marketing, Technology, Platform, Investments and Business Support, so you can focus on growing your business and looking after your clients.

Everything is built around our proven PlanHappy Lifestyle Financial Planning Process and has been designed by Financial Planners, for Financial Planners.

So whether you're just starting your studies or ready to put your name above the door, we'd love to show you the PlanHappy Way.

Book a quick introductory call today.

PlanHappy Partnerships

Org chart

Teams

Offices

PlanHappy Partnerships

Org chart

Teams

Offices

Related companies