Our services
We work with small to medium sized Australian financial planning practices to 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
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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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.
