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Quick Enquiry
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A formalised quarterly program delivered face-to-face, designed to assess your practice’s efficiency & profitability.
Business plan formulation & execution, with an assessment including:
- The cost to serve & overall practice profitability
- Operational efficiencies, staff functions & growth capacity
- Succession planning needs &/or exit planning
- Client value proposition, client segmentation & pricing
- A formalised quarterly program delivered face-to-face, designed to assess your practice’s efficiency and profitability.
We work with you to guide and support change management through:
- The delivery and execution of a sound business plan.
- An assessment of the cost to serve per client and client segment, and the overall practice bottom line.
- Examining your operational efficiencies, staff functions and growth capacity.
- Assessing your succession planning needs. We can work with you to identify your future succession needs, timeframe, and requirements, and assist you to put a structured succession plan in place.
- Analysing your current client value proposition, business mission and overall areas for improvement.
Our Services
Virtual Services
For self-licencees seeking a virtual community connecting your AFSL online to valuable tools and resources.
Governance & Compliance
Experienced compliance support at both an adviser and AFSL level to ensure you meet your licence requirements.
Practice Consultancy
A formalised quarterly program delivered face-to-face designed to assess your practice’s efficiency & profitability.
Training & Education
Provision of a comprehensive range of professional development opportunities, including conferences, online and face-to-face learning.
AFSL Application
An end-to-end AFSL application service, including liaising with ASIC, to get you started in your own AFSL.
Partnership Program
A program which provides partners with exclusive benefits, access to discounts and an expertise hub to connect you to the services you need.