A WEALTH ADVICE MODEL
TO SUIT YOU
Provide a more holistic offering for your customers
MAKE THE MOST OF THE OPPORTUNITY
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.
TWO MODELS TO CHOOSE FROM
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.
