We believe in flexibility and choice. 

Our full service offering includes a range of quality practice and personal development and business support services to help you successfully deliver quality advice to your clients and grow your business.

The regional business management (RBM) team manages your relationship with us. While our RBMs have extensive financial planning and business experience, a dedicated RBM will work with you to identify key revenue drivers and operating efficiencies to help you maximise profits and grow the value of your business by:

  • observing, measuring and providing advice on practice development
  • working with you to develop, implement and monitor your business plan
  • recommending and assisting with the development of strategic initiatives and relationships
  • facilitating professional development and mentoring on an ongoing basis
  • ensuring all partners are accountable for agreed deliverables.

To find out more, please contact us today on 1300 566 732 or contact us here.

Flexible licensing options to fit your business

Find out more

Catalyst for financial planners

The program provides modules that gives businesses and individuals the opportunity to identify and harness their potential through the implementation of Catalyst consulting modules.

Find out more