Practice Resources
Your Financial Planning home for insights, practice resources, and opportunities.
We support your endeavours as the true professionals driving the industry.
Dedicated practice resources for Financial Planning.
The Practice Resources page is designed for Financial Planning professionals with useful tools and information to enhance your practice. Articles, research, templates, recommended services, useful industry links, guides and more.
International Money Transfers
NEW SERVICE OPPORTUNITY FOR ADVISERS
FlashFX offer a service tailored for Financial Advisers and their clients with an easy to use and ‘slick’ online secure digital portal.
With a background in private banking the founders understand high touch service is paramount.
Advisers can process transfers on behalf of clients, clients can process transfers themselves, or either can simply email/call FlashFX and a dedicated account manager will process the transfer then and there. All with fantastic bank beating (margins/rates), no hidden fees and superfast transfer times in a flash.
At R2A we believe this a genuine value add for Advisers:
- Enhancing service levels to clients
- Deepening relationships through increased touchpoints
- Further positioning Advisers as money specialists
- Increasing the trusted Adviser currency you hold
All this with a great outcome for your clients. Read More…
Q&A with Co-founder Nicolas Steiger
Practice Resources Library
Ask about our full HR Tool Kit designed and built for Australian Financial Planning Practices
Practice Resources and Tools
Ask us about resources to assist running your advice practice:
- Practice Management
- Growth Strategy
- HR and Employment
- Templates - Position Descriptions and Employment Contracts
- Balanced Scorecards / Performance Review
- Recruitment tips and guides Referral Partners and working with Accountants
- Financial Planning industry directory
- Recommended AFSL Service Providers
- Recommended AFSL Business Consultants
Updated regularly, keep checking back for new useful tools for your practice.
Newsletters
August 2019 - Financial Planning Practice Professionals #1
August 2019 - Financial Planning Industry Practice & Growth Solutions
June 2019 - Advice Industry Talent