How we support you and your business

Business and practice development

Adding value to your business is our priority. We help you stand out from the pack! Our Business Development team, many of whom are former Financial Advisers, are experts in their field and trained to provide you with the support you need for continued success.

Strong partnerships

To ensure our personal and business values are aligned, our Group Leadership Team will sit with you and your team to map out an on-boarding plan. This will give you the opportunity to meet with the key members of the team you’ll work with on a regular basis. We outline the core roles and responsibilities of both parties so you know exactly what to expect. We’ll also set up regular meetings to review your progress and ensure you are receiving the support you need.

Investment strategies

We provide access to a range of investment strategies for your clients, based on their current circumstances and ideal outcomes. Because we are not owned by any banks or product providers, you have the freedom and flexibility to choose the best products for your clients’ needs from our extensive Approved Product List.

Product options

We have the ability to offer a broad range of financial products which enables our advisers to implement financial advice effectively and efficiently. We have a ‘best of breed’ selection of investment and superannuation platforms, managed funds, listed securities, cash, term deposits and risk products which are designed to enhance the customer experience and provide great outcomes for clients.

Education, training & compliance

What sets us apart in a highly regulated and ever-evolving finance industry is our high standard of advice and commitment to compliance. We expect all advisers to ensure compliance at every level of the advice process, and provide professional development to ensure advisers remain informed and up-to-date on the latest industry practice.

Adviser technology

By partnering with us, you gain access to our award-winning and innovative client engagement and advice process management technology, Platformplus. This fully integrated CRM system provides a solution to all of your businesses technology requirements, packaged in one access-anywhere software solution. The benefit extends not just to you as an adviser but also to your clients, offering useful tools such as an online fact find, automated advice generation 'wizard' and direct processing into investment platforms. Clients are also provided access to an efficient online Client Portal, which allows them to view their assets and liabilities, communicate with their adviser, and even opt in and complete fee disclosure statements online.

Marketing support

Finding and engaging with new clients is one of your keys to success. Our Marketing team supports the delivery of tools designed to enhance your business’ client engagement strategy and in turn, your business productivity. We provide strategic support, practical tools and many engagement opportunities.