Advice practioners with strong interest in Goals Based Advice are an important segment of the Australian advice community, and this online forum provides a networking service for advisers and wealth management organisations that are committed to goals-based advice and investing.
This online forum is enabled and supported by the resources of the Institute of Managed Account Professionals (IMAP) https://www.imap.asn.au
Our goals are simply to provide an information, resource archive and discussion forum to help and support interested advisers to succeed in a goals based approach to running a successful advisory practice focusing on achieving the best outcomes for clients
Previously known as the Association of Goals Based Advice (AGBA), the challenges of operating an association in terms of time and investment diminished the effectiveness of AGBA and a new approach was needed
