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  • One on one coaching for your clients
  • Ongoing Technical and Strategy support in all areas of comprehensive advice
  • Kaplan CPD training and education
  • Regular education workshops, webinars and support material to assist your development
  • Business Planning (Annual and Quarterly)
  • Systems training and support (Xplan)
  • Advice Coaching and Strategy development in your business
  • Client Seminars
  • Group peer discussion groups
  • Market and Investment Briefings
  • A complete advice process to help you from the first client engagement to the final client presentation of your advice
  • Paraplanning support with competitive SOA production completed for you
  • Complying with all regulations and responsibilities under FOFA with “best interests duty and better position statement” for your clients
  • Completed SOA and client power point presentation for great client engagement
  • Technical assistance and Strategy support
  • Licence with a comprehensive authority, you decide on the scope of advice provided
  • Unrestricted financial advice and solutions to help your clients
  • Wholesale direct to market tailored investment and insurance solutions that are completely transparent and act in the clients best interests
  • Allows you to embed professional licensed financial advice into your accounting business correctly
  • Market leading Managed Discretionary Account (MDA)
  • Purchase securities on any stock exchange in the world
  • Clients own the underlying securities (beneficial ownership)
  • Wholesale income opportunities (fixed income portfolio)
  • Complete transparency, flexibility and control
  • View your portfolio anytime with your own web portal access
  • Professional inhouse investment team

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