We are a Business Services provider, with a specialist focus on Financial Advice.
We are a Business Services provider
Core AFSL Services
AFSL governance and management
APL management and research support
Revenue collection and payment systems
Risk management to guide you through legislative and regulatory requirements
Professional indemnity insurance
Professional development for your whole team
Customised version of Xplan to enhance business efficiencies
A complete suite of advice documentation
Marketing support and collateral to help you connect with your existing and potential clients
Cyber security support
Highly engaged and collaborative advice community
Technical services
Additional Business Services
Access to investment and insurance advice specialist support
Portfolio support
Business and data analytic tools
M&A solutions and due diligence support
Paraplanning support
Professional year program
Dedicated transition team and ROA/SOA support
Structured business consulting program
Advice technology
We believe that human-led, technology enabled advice practices are best placed to succeed now and into the future. As we all know, technology in our space is fast moving, and the advantage of new capabilities, Artificial Intelligence (AI) and machine learning will change our world. With this in mind, we have built our approach to technology on the basis of innovation, collaboration and nimbleness – we call it our ‘Advice Journey ‘.
We have tailored our version of Xplan to significantly enhance effectiveness and efficiency for both advisers and support staff. This customisation encompasses various aspects, including streamlining workflow threads and tasks, implementing automation, refining advice documentation templates, and creating bespoke reporting functionality.
To complement these enhancements, we have seamlessly integrated a range of supplementary technology solutions with our version of Xplan. These solutions span multiple domains, such as client engagement and data collection, client documentation and information sharing, alternative SOA generation tools, marketing materials, and reporting/dashboard solutions.
Join our advice network
Become part of a network of forward-thinking advisers, dedicated to constant improvement, knowledge sharing and powerful solutions.
