Supporting the Business of Advice

To manage the complex and evolving wealth management needs of your clients, you need reliable support. You will have access to comprehensive insights, tools and resources to ensure you provide consistent quality advice to your clients.

Our research experts will equip you with detailed market insights to help you provide tailored financial strategies and investment advice to clients. Our technical experts will provide you with timely legislative updates and technical support.

To build a sustainable business you need a strong foundation. It's important to partner with someone you can trust who can provide your business with a comprehensive governance framework.

Our quality monitoring and supervision approach is designed to give you peace of mind in meeting your obligations. Our dedicated governance teams and coaches will also support you in embedding these processes.

Many financial advisers find strength in community as they manage increasingly complex industry and client expectations. When you join our community, you and your team will become part of a network of advice professionals, including our business partners. You'll have opportunities to exchange ideas with like-minded peers, and build lasting relationships.

So that you also continue to meet your ongoing professional education and FASEA obligations, you and your team will be able to enrol in a flexible range of professional development and training sessions with our highly skilled specialists.