WHAT DOES YOUR BUSINESS REALLY NEED?
Of course, there are core essentials you need, but are you paying for services you don’t need?
Our philosophy is simply to provide you ‘best of breed’ core services, we have the ability to facilitate services outside of our core offering, should you require.
We appreciate that providing quality financial advice requires access to top tier resources. Our Investment & Research Team have compiled an extensive approved product list and model portfolio offering (comprising but not limited to Managed Funds and Managed Account solutions). We have a one off approval process that ensures your client’s best interest is at the forefront at all times.
COMPLIANCE & PROFESSIONAL STANDARD FRAMEWORK
Maintaining a robust compliance Best Practice framework is essential when operating a financial advice business, our offering includes;
- Annual compliance audit & review
- Compliance policy and procedures designed for easy integration for your business
- Continued Professional Development (CPD) training plan via Kaplan
- Annual Conference
- Annual Business Owners Forum
ADVICE & TECHNOLOGY SOLUTIONS
It’s your business. therefore, you can embrace the technology of your choice to run your business as you see fit, including;
- The ability to use any of the major Financial Planning Software platforms
- Access to our external paraplanner network
- Partner with us to explore technology as it becomes available.
COMMISSION & REMUNERATION REPORTING & MANAGEMENT
- A fully integrated payments and commission solution that works every time
- Revenue and commission reporting with dedicated support