Enzumo - XPLAN Customisation + Solutions
The largest + most experienced independent XPLAN consulting group in Australia
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Learn how technology can bring efficiencies

Find out what our financial adviser clients are doing, how they’re getting efficiencies from technology and how we find simple solutions for complex situations.

Have you met Elizabeth?

If you are an Enzumo client you have most likely spoken with Elizabeth, our Advice Technology Consultant.

Elizabeth is the gatekeeper of all Enzumo workflow, managing the support queue, the phones, and the voicemails. With her extensive experience in the industry since 2004 and a Master of Financial Planning, Elizabeth knows what is what in financial services, and is always looking for ways to help our clients.  Recently Elizabeth has been expanding her horizons, working on data conversions and onboarding of new Enzumo clients, adding to her repertoire of skills. 

Elizabeth is just one of Enzumo’s experienced team members supporting your business and XPLAN needs.

As the new year approaches, now might just be the time to make sure your XPLAN site is working for you, if not, reach out to us to see how we can help.

Colleen Tree