Insights into the Australian Advice Profession: Future Ready IX
We were delighted earlier this week, in conjunction with Midwinter Financial Services, to release the results of our latest analysis on the ‘health’ of Australia’s…
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CORE TOOLS & SERVICES
For Financial Advisors
ONLINE TOOLS FOR ADVISERS
Easy to use, online tools for client surveys, practice benchmarking, estate planning etc.
PROVEN SOLUTIONS + INFORMED DECISIONS
EXAMPLES OF OUR WORK
Advice Industry Reports
For Networks & Licensees
What We Can Offer
Plug & play management tools for cost effective solutions
Easy to implement, cost effective business management solutions & support.
Fully customised programs
Customised to your specific business needs.
Profit Improvement Programs
Align your practice management systems with key profit drivers.
Business valuation
Independent business valuation for advice practices.
What they say about us
Client Testimonials
On CATScan Client Survey:
“On behalf of our team, I just wanted to say a massive thank you… there are so many takeaways we can use. We will definitely be recommending your services to others!”
Fortitude Financial
Tim Gibb, Associate Adviser, Fortitude Financial
“We have discussions with advisors about real life issues and it allows me to become an “insider”. The work we do together demonstrates our commitment and dedication to [the advisor’s] business.” (Customized network program)
John Hancock
Charles Reichelt, Senior Regional Vice President, John Hancock Retirement Plan Services
“This is gold…
The information in here is invaluable.
Fantastic initiative and probably the most valuable performance tool we have had at our disposal in 16 years of business.”
Zobel Finance
Andrew Zobel, Owner/Director, Zobel & Property Road