Endorsed Services

Endorsed Services

Services we believe can significantly enhance Financial Planning practices.

Financial Planning - Endorsed Services

With over 20 years servicing the advice industry we like to keep our clients abreast of new developments, and in some cases go a step further with our endorsement.

Companies on this page have all received great reviews from Advice clients we work with.

These are endorsed service partners

FlashxFX – International Money Transfer Service 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, or individual clients can process transfers, and either party 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 Full Article - Enhancing you Trusted Adviser Status…

Learn About FlashFX

Q&A with FlashFX Co-founder Nicolas Steiger

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Prova Profiling – Behavioural Profiling & Team Building

Prova is a specialist profiling & human capital consultancy focused on the Australian Financial Planning and professional services market.

The founding Directors combine significant experience drawn from extensive backgrounds in corporate psychology, broad recruitment & team profiling & a depth of specific knowledge of human capital consulting, specialising in the wealth management industry.

R2A has worked with the Directors of Prova Profiling for 20 years. We incorporate candidate profiling into all of our recruitment assignments for Financial Advisers, Management, and support staff.

Learn About Prova Profiling

Back Office Hero
Back Office Hero – Process Analysis & Profitability Consulting

The Back Office Hero team believes that there is a significant gap between high level business coaching and meeting the practical administrative day to day needs of Financial Planning practices. This gap is the lack of efficient back office systems.

As a Financial Planner and practice owner they seek to answer the following questions for you:

  • How do I make my strategic partnerships work?
  • How do I get my processes working better?
  • How do I maximise my client facing time?
  • How can I take time off to have a holiday?
  • How do I enhance the value of my business?
  • How do I expand my business and increase income levels?
  • How do I maximise the return on business efforts and practice value?
  • How do I identify areas for improvement and make the necessary changes?

R2A has introduced numerous advice practices to Back Office Hero with outstanding results.

Learn About back Office Hero