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Focus Point

A WEALTH ADVICE MODEL
TO SUIT YOU

Provide a more holistic offering for your customers

 

 

 

 

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Customers want a holistic approach to their financial needs. Our members can add wealth advice to their broking – it’s a great way to build your business and help your customers.

Pinpoint the right opportunities to add wealth advice to your business and complement your growth strategy. 

Integrate wealth advice into your business: based on our understanding of your goals. 

Find the right people or referral partners to help you build your wealth advice capability. 


1. BROKER PLANNER MODEL

An in-house solution to build wealth advice directly into your business by integrating a wealth adviser in to your business. 
 

Control: you own the customer relationship

Added value: through a diversified revenue stream

Recruitment support to find the right adviser to join your business

Compliant, quality advice: access our compliance program, Licensee standards and advice tools

Access to XPLAN: our online solution to run an efficient, client-focused business.

2. PARTNER PLANNER MODEL

Outsource your wealth advice to a trusted referral partner. 
 

Control: you own the customer relationship – but you share the revenue

Create a new revenue stream through a consistent and transparent commission arrangement

Support from dedicated resources as and when you need them

Compliant, quality advice with less risk: by outsourcing your wealth advice, the risk to your own business is minimal.

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