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
  • 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