How SAN began
We are about to be part of the most significant intergenerational transfer of wealth in Australian history – $3.5 trillion over the next twenty years and most are not prepared for this.
Scott developed the idea for SAN from his original Financial Advice clients who wanted more than just ‘advice on their finances’. They wanted direction and they wanted all of their issues being attended to and controlled by one group/person. In the past Advisers have promoted and sold from their swim lane but often they have played this Professional Friend role with neither party fully aware and for no specific reward. So too Advisers have done a poor job on the whole demonstrating to clients that they have the skills and capabilities to create and take Individuals and Families on the ‘holistic’ journey.
The SAN program provides Advisers with the tools, skills and capabilities to broaden the conversation with Individuals and Families and to create a plan to deliver the client’s vision with the highest degree of probability and the lowest amount of risk.
Future Clients want their SAN Adviser to know how to think about all their problems, construct a lifetime plan and drive them, the family and the business from ‘Chaos to Greatness’.
Who We Are
Brian Fitzpatrick
Emotional Intelligence Coach & Facilitator
Carolyn Bryant
SAN Head of Programme
Paul Crane
Business Coach
Leanne Manning
Support & Administration
What We Do
Benefit from an extensive learning, mentoring, training and coaching program with a “4-Fold Return”
4 x Wealth
- Invest in yourself and new skill sets for the future
- Be part of a like-minded network with flow on benefits back to your existing business
- Bring a new skill set to market and to your existing network and clients
- Be energised and inspired as a participant in the next level of advice for Significant Families
