Benefits for Service Organisations*
Access, alignment, screening and review
- Not limited to a particular financial planning group, sector or association
- Comprehensive due diligence and selection process for all financial planning firms
- Thorough suitability and eligibility assessment
- Formal on-boarding protocols
- Ongoing advice quality reviews, monitoring and accountability
- Partner with carefully selected and approved financial planning firms/financial planners
Organised and structured with purpose-built technology
- Cloud-based platform with all the tools and technology
- An integrated and centralised operating system
- Expert service coordination, management, referral allocation and resource support capability
- Features to measure and assess the qualitative and quantitative service outcomes
- A User Guide with simple instructions and diagrams
Consolidated administration, reporting and surveys
- Allows you to administer referrals, communicate, record and report on the critical service information in a professional, integrated and consolidated format for your operational staff and management representatives
- Utilise the platform for member, client and staff representative surveys
Capacity, coverage, demand and distribution
- Enhances professional service coverage in required geographical locations
- Builds an Approved Product List (APL) network
- Increases product distribution opportunities
- Provides an effective way to increase dedicated service capacity
Retention and growth
- Enhances member, client and staff representative retention outcomes
- Increases new member and client opportunities
- Builds reciprocal referral relationships and a commercial relationship network
- Enhances the awareness and knowledge of your product and service
- Supports the development, growth and prosperity of your business
Scale, efficiency and reduced costs
- Provides guaranteed economies of scale and operational efficiencies
- Reduces administration and service costs
- Provides guaranteed cost savings
Brand, credibility and reputation
- Participation in a recognised professional service to enhance your brand, credibility and reputation
- Provides an opportunity to showcase the true value and integrity of your service through your professional conduct
Register your interest
*Includes superannuation funds, accounting organisations, mortgage broking organisations, insurance companies, private companies, public companies, government organisations and not-for-profit organisations