We understand your business and our core
purpose is to support you in running a profitable and sustainable business so
that you can provide exceptional services to your clients.
Your dealer group should be proactive, grow with you, lead through innovation and provide value added support.
support the growth, management and ultimately the transfer of your business,
you require systems and procedures that are efficient and
effective. By partnering with us, you'll have access to the
following five key areas of practice support so that you can get on with what
you do best – financial planning.
1. Business management support
2. Catalyst for financial planners program
3. Compliance support
4. Customised software
5. Marketing and communications support
Our key points of difference are:
offer flexible licensee solutions allowing you to choose from different
levels of partnership (authorised representative and dealer associate) and
the added option of moving between licensee levels depending on your
offer four authorisation levels, providing you with the option to choose
from full authorisation, SMSF specialist authorisation, risk specialist
authorisation or provisional authorisation
foster an open community network comprising of respected and successful
financial planners and accountants
dedicated regional business management team are qualified financial
planners that service metro and regional practices around Australia
have a large number of corporate partners that offer specialist advice.
And most importantly, we never forget – it's your business.
To find out more about us, or how to
join our community, complete the online contact form.
Flexible licensing options
to fit your business
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Catalyst for financial planners
The program provides modules that gives businesses and individuals the opportunity to identify and harness their potential through the implementation of Catalyst consulting modules.
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