Welcome to the Built for Better hub. If you want to build a better advice business, you've come to the right place.

This is where you can get free resources and support to help your practice thrive, all from the financial advice technology experts behind Xplan.

Want to sharpen your digital strategy, be more awesome with automation and put some sizzle in your service? We've got you with inspiring articles, top tips and the right technology and tools to help your business perform at its best.

If you need our help we are here for you, just fill in the form opposite and we'll be in touch.



Francois du Toit
Head of Mid-Tier and Client Accounts

Contact us today

Featured articles

Would your business benefit from a data spring clean?

Tips and advice from the experts at Iress for changing your practice management system smoothly and successfully.

Read more

A ticket to digital success

Down-to-earth tips to help you scale up and accelerate into a new frontier.

Read more

Do more of what you enjoy with Xplan

For many financial advice businesses, the volume of administration and compliance is stressful, with some saying they spend more time on it than with clients. That's why Linda Mannix of Mannix Financial Services decided to move Xplan and why she’s now able to do more of what she enjoys.

Read more

Get more inspiration from these

How to embrace technology change

Tips to help you shift your mindset and get ahead.

Read more

Five ways to engage financial advice clients in 2022

How to be as sticky as Spotify, or as data-driven as Netflix.

Read more

How to build a better performing advice business

It's time to get data-savvy and automate more of what you do.

Read more

Meet your account management team

Account Manager Andrew Eva
Account Manager Dale Bosiger
Account Manager Francois du Toit
Account Manager Janine Truscott
Account Manager Jeanne Steven
Account Manager Omeshiree Naidoo
Account Manager Megan Peens
Account Manager Sonya Crous