Customer Stories

David McLean

Coaching comes naturally to David McLean. He began his finance career in parallel with playing football for the Penrith Panthers and the Balmain Tigers, before launching Titan Financial Planning in 2008.

The firm has adopted a progressive approach to technology, which forms the foundation of how they deliver holistic advice to their clients. It hasn’t always been that way. Less than three years ago, the team was manually entering client data into their financial planning system from Excel spreadsheets.

David describes Moneysoft’s impact on this process as ‘a godsend’.

Moneysoft has become a central part of Titan’s services, contributing to sustained growth and underpinning future business plans.


Read the full case study here....