Our experience

Working closely with financial planning and aligned accounting practices since 1985, we understand what you need from a financial services licensee. Our success lies in growing successful integrated advice businesses. We have a dedicated team of specialists that can help you with technical support, business planning and marketing – everything you need to help grow a successful advice business.

We are passionate about making a difference and helping you maximise your business value. We believe in innovation, agility and change and together we give you the tools and resources you need to create a long-term profitable business.

We pride ourselves on having some of the best Business Managers in the business. Extensively trained in financial planning and business strategic planning, like you, they are always striving to develop their knowledge and make a positive impact on our advisers’ businesses.

Your dedicated Regional Business Manager (RBM) will be your key point of contact and will work with you to identify key revenue drivers and operating efficiencies to maximise profits and grow the value of your business by:

  • Observing, measuring and advising on individual practice development
  • Working with you to develop, implement and monitor your business plan
  • Recommending and assisting with the development of strategic initiatives and relationships
  • Facilitating professional development and mentoring on an ongoing basis
  • Ensuring all partners are accountable to agreed deliverables
  • Business planning

We can
help
you