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Our
Hear the story of NextGen Planners Community and meet the team of people who are behind it.
We do things
The financial planning profession was missing a community of forward-thinking, innovative financial planners who shared ideas and best practice with their peers. NextGen Planners was born.
NextGen Planners migrated away from just a Facebook group and reached over 100 members!
Meet our
Adam Owen
Director & Head of Content
Rohan Sivajoti
Director & Head of Partnerships
Clare Delaney
Head of Operations
Adam Carolan
Director & Head of Strategy
and, of course...
Vicky Ngoma
Head of Membership & Event Co-ordination
Dan Graham
Head of Marketing
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Amelia Hamilton
Head of Community
Muna
Head Full of Magic
Our
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Our vision is to empower the financial planning community to turbo-charge world class, inclusive, innovative and collaborative people and businesses.
We do this by identifying and solving the biggest challenges in financial planning that prevent people and businesses from becoming world class.
Our
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Quality Education
Ensure inclusive and equitable quality education and promote lifelong learning opportunities for all.
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Industry, Innovation and Infrastructure
Build resilient infrastructure, promote inclusive and sustainable systemisation and foster innovation.
Reduced Inequalities
Reduce inequalities within and among the profession and promote diversity and inclusion.