Our Core Services

What We Do

In addition to standard dealer services like licensing and compliance, research, brokerage and remuneration, and continuous professional development, we also provide:

  • Strategic Advice Framework
  • Technical services
  • Paraplanning
  • Practice development
  • Succession planning
  • Technology and digital capability
  • Transition management and onboarding
  • Potential referrals from our business partners
  • Thought leadership
  • Active lobbying to promote sensible reforms for advisers
  • Marketing support


Furthermore, we leverage our scale to negotiate improved service level agreements and sharper rates from PI insurers and other product and service providers.