Estplan’s strategic mentoring service is designed to ensure practice longevity and growth. An Estplan practice mentor will work with you to define your vision and prepare a detailed strategy to help you achieve your goals. We optimise your strengths and skill to develop a robust, integrated marketing strategy.

Strategic Mentoring is based on introducing a comprehensive family wealth management offer to your clients.

This is a premium tailored practice solution that helps you grow practice income, acquire and retain clients and achieve set commercial incomes.

Contact our team of skilled mentors for more information on 1300 ESTPLAN or request a strategic mentoring information pack This e-mail address is being protected from spambots. You need JavaScript enabled to view it