Financial Planner / Business Partner

• NextGen Advice Model efficiencies
• Powerful Integrated Proprietary Advice Software
• Capital/Equity, Office & Support included

The Proposal

A business partnership for a Financial Planner/Practice to work collaboratively with a proven technology solution to increase the value and profitability of the practice.

Shift from practice to business by implementing industry best practice efficiencies and proprietary software solutions. A sophisticated practice management system to overlay your advice services.

The business seeks expressions of interest for one Financial Planner / Practice to partner directly.

About You

A Financial Planner with a current book of clients and practice, or about to acquire a book/practice, or a combination of these, and you want;

• An efficient business not just a book of clients
• Proven systems to manage the business
• More time to spend with clients
• The ability to identify the value of each individual client
• Understand profitability drivers in your business
• Monitor real time value of your business

And a highly experienced business partner and mentor to drive operations (not control advice).

The offer is Licensee agnostic, although the practice must be licensed to use the ‘Xplan’ client database system.

The Business

A professional practice management consultancy offering hands on operational and systems improvement to Financial Planning practices.

These proven systems and integrated software build value and profitability whilst transitioning the practice into a business. The resulting effective capture of data and proprietary software provide owners’ real time analytics and reporting capabilities.

The Partner

Financial Planning Practice Professional with two decades successful experience building and managing an advice practice utilising this this system technology. Recently sold at an industry high multiple. They have also been an executive and board member of an AFSL.

Since 2007 they have successfully built, tested, and implemented the technology interface into their own practice as a means of managing the business pulse with real time metrics, not simply running a book of clients.

This sophisticated approach brought competitive advantage and efficiencies to his business.

What you get

The Partner is willing to take an equity investment position in the practice, and will provide support with the practice management system to build value in the business.

Fully equipped Financial Planning office:

• The practice will sub-let the premises
• Welcoming ambience on the first floor of an easily accessible office building in Pymble, NSW
• Classically furnished boardroom seating 8
• A ‘state of the art’ Boardroom electronic presentation screen (and TV)
• Phone System, Computer support system, Printers
• 1 office & open plan arrangement with 2 workstations
• Reception area with 2 workstations
• 3 reserved car parking spaces for clients & staff
• Kitchen with refrigerator, dishwasher & storage
• Pymble station a short walk away
• Available from October 2019

The Benefits

NextGen practice management system with hands on business partner to implement

• Walk in fully functional Financial Planning office
• Increased profitability and business value
• Efficiencies to scale and grow
• Focus on clients and relationships
• Full service office and operational support
• Business mentor and partner
• Working capital

Build value in your business

Data     Requires accurate & comprehensive client records

Discipline     Provides clear procedures and compliant processes

Direction     Knowing where you are is fundamental to defining your future

Learn More

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