NSW Trustee and Guardian is struggling to accommodate the growth in client numbers. Its self-funding structure means some clients are likely cross-subsidising others. Staff have large client loads and are constrained in their ability to get to know, or prioritise the welfare and interests of their clients.
The Financial Planning Association of Australia put Jane Campbell on the cover of their June/July edition of the ‘Money & Life’ magazine. The profile article covered Jane’s background, the founding of Aeran, the financial advice process followed, and how it’s adapted by the Aeran team to best serve personal injury clients.
