services

We provide Accountants a tailored, bespoke licensing and advice solution that enables them to provide comprehensive financial advice to their clients that is market leading, unique and highly competitive. The following four areas summarise our market leading value proposition:

Advice Coaching & Education

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Practice Management

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Advice Hub

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Comprehensive Advice Solution

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Direct Investment Solution

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Advice Coaching & Education

  • 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

Practice Management

  • 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

Advice Hub

  • 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

Comprehensive Advice Solution

  • 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

Direct Investment Solution

  • 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