Partnering with 134 practices, 209 advisers
We are a boutique full-services licensee providing support to a vast network of financial advisers across Australia.
Our services
We are a boutique licensee, servicing small to medium sized Australian financial planning practices. We deliver tailored support in the areas of practice development, research, software and marketing to help you build your business and deliver quality financial advice to your clients.
Practice development
Best Advice
Marketing
Research
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Practice development
Our practice development solutions have been designed to enhance your business and help you generate profit. Our regional managers will help you:
- create a business plan
- segment your client base and analyse profit & profitability analysis
- identify your value proposition
- incorporate our marketing and software solutions to create efficiencies in your business
- leverage networking opportunities via events and our secure Linkedin group
- attend specialised masterclass workshops presented by external coaches.
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Best Advice
Our Best Advice team provides you with proactive service and one-on-one training.
Our Xplan software is customised for your practice and gives you access to:- in-house software specialists
- webinars and videos
- regular practice visits to up-skill users and train new employees
- integrated marketing, research and compliance solutions.
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Marketing
Our marketing team provides an end-to-end tailored marketing service that can help you increase your client base, cross sell to your existing clients, or increase brand awareness in your local area. We provide:
- tools to help you retain and acquire new clients and increase your brand awareness
- a personalised website for your practice
- tailored client facing collateral including stationery, newsletters and brochures
- campaigns to help you with your business planning
- social media training.
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Research
The research team delivers timely analysis and insights into investments, markets and the economy. The team provides you with access to the following tools to help you construct your client's portfolios and risk profiles:
- A flexible APL.
- Quarterly client facing market commentary.
- Tailored model portfolios and detailed reports for both you and your clients.
- Daily, weekly and monthly communications.
- Workshops focusing on model portfolio changes and construction.
- Direct shares research and support.
Latest news
Tech Tools update
18 Jun 2019
The financial planning industry has always been in a state of change, and today is no different. In a post Royal Commission world, we are seeing more change then ever from education, legislation and our clients… and sitting in the background amongst these changes is technology.
Tax tips and tax return hints 2018/19
16 May 2019
You may be entitled to the following tax off sets (rebates) and deductions for the year ended 30 June 2019.
End of Financial Year Tax Tips 2019
09 May 2019
The End of Financial Year is almost upon us. To help you complete your tax return, we've provided an overview of those types of tax offsets and deductions you may be entitled to claim plus some handy tax tips and hints.
Transitioning into the post Royal Commission world
09 Apr 2019
The Hayne Report from the recent Royal Commission has created much debate about the future regulatory requirements of the financial services sector.
"Our move to Consultum was seamless. Their comprehensive induction and transition process ensured we were ready to operate from day one."
Andrew Bird, Summit Financial Strategies
"We’ve been operating under Consultum (previously Winchcombe Carson) for over 20 years. Since joining, our business has grown significantly, and we’ve never looked back."
John Tatterson, ASA Financial Advisers
"I’ve had the privilege of being involved with the Consultum research panel representing the needs of advisers across the country. It’s been a great insight into the depth and quality of the research capability. It’s comforting to know I can rely on Consultum for their research as a positive influence to the clients’ investment choices."
Tony Rulli, Next Phase Wealth
"We are a national organisation servicing major corporations and deal with thousands of clients. Consultum is a great partner who has taken the time to understand our business. Since partnering with Consultum, they have continued to evolve and tailor their services in line with our changing needs."
Moneywise Global
"Consultum’s marketing team has been an invaluable resource for our business. They have helped us with a number of campaigns that have been a great help increasing our practice’s profile within our local area. They have the tools, resources and marketing expertise that have made it so easy for us to promote our service, that it’s almost like having our very own marketing team."
Mike Batten, Batten Financial Services
"I’ve been with Consultum and IOOF for a number of years, but I knew retirement was not too far away. I needed to consider a business succession strategy. Consultum has been with me every step of the way. Their level of professionalism and proactive service made the merger such a seamless process, we would recommend anyone looking for a licensee or thinking about their business succession strategy to speak to Consultum."
James Crompton, Veschetti-Crompton Financial Advisers
Contact us
Tel: 1800 062 134
Contact hours: Monday to Friday - 8.30am to 5.00pm (AEST)