Financial Planning Advocate Create a new income stream for your professional practice
Become an advocate and bring financial planning services to your clients without needing to become licenced yourself.
You receive a cut of all fees – including upfront and ongoing commissions on risk insurances. You suggest strategies for your client, and then the formal advice is developed by qualified financial advisers.
This program lets you keep control of your client’s experience and adds enormous value to your practice.
This program is suitable for professionals such as lawyers, accountants, mortgage brokers and retired financial advisers.
The Benefits Become a financial planning advocate and enjoy the following benefits:
EXPAND YOUR CLIENT SERVICES
Becoming a financial planning advocate lets you bring financial planning services to your clients without needing to be licenced yourself. You maintain a role as quality controller and ensure that all services provided to your clients meet with your own high standards.
CONTROL THE CLIENT EXPERIENCE
As you are your client’s advocate, we communicate through you at all times. You can be sure that you will never lose a client to a financial adviser. You control the client experience, full stop.
CREATE NEW REVENUE
When you act as a financial planning advocate, you receive a good share of all fees charged for financial planning. This creates a brand new revenue stream for virtually no new effort.
IMPROVE GOODWILL
More revenue means greater goodwill – especially on ‘passive income‘ such as the ongoing commission stream for risk insurances. Even better, financial planning fees are valued more highly than accounting fees!
COMPLIMENTARY DOCUMENT SETUPS
As part of our service, we provide complimentary SMSF, and trust setups from one of Australia’s leading legal document services.
COMPLIMENTARY WEBSITE & CONTENT
By becoming a financial planning advocate, you will also enjoy a complimentary website and content service valued up to $2,600 per annum.
How It Works
Having you as your client’s financial planning advocate is easily the best way for your clients to get advice.
Using your intimate and expert knowledge of what they need, you can arrange for quality advice in just a few minutes.
Case Study
The following case study series will help you understand how our process works and our financial planning approach.
You will appreciate that we always undoubtedly place your client’s best interests before ours and yours.
FAQs
Professionals are a curious bunch so they ask a lot of questions. Needless to say we love answering these questions because they help us make our process better.
The following is a list of the most frequently asked questions.
GET STARTED Become an advocate and enjoy all of the benefits from day one.
