Access, alignment, screening and review

• Not limited to a particular financial planning group, sector or association
• Comprehensive due diligence and selection process
• 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

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 banks, superannuation funds, accounting organisations, mortgage broking organisations, insurance companies, private companies, public companies, government organisations and not-for-profit organisations