Growth Story: Unlocking Hidden Value with Josh Cratchley & Julian Nowland

Tucked away in beautiful North Sydney away from the hustle and bustle of the CBD, you’ll find Blue’s Point Hotel with a hidden roof-top, perfect for afternoon chats on a sunny day.

Here’s where you may run into Plenary Wealth co-founders Joshua Cratchley and Julian Nowland.

With a common passion for client-centric advice, in 2013 they decided to start a client-first advice business. After a few years running, they knew that they needed the right technology mix to accomplish the ambitious goals they had in mind.

Finally, they have been able to unlock their own hidden value, and in the process, have been able to realise the true value of their relationships with clients.

Have a listen to their growth story below to find out how.

Are you ready to create your own growth story? Get in touch with us to find out how Practifi can help.

To learn more about Plenary Wealth, head on over to their website for more information.

Browse Categories

Subscribe to the Practifi Blog

Sign me Up!