Enhance your skills and offerings as a planner with advice, coaching, and consulting backed by our extensive experience and expertise.
- Industry-leading advice tools
- Brokerage branded reports
- Financial Planning Tools
The outcome? Increased adviser revenue, reduced client queries, client retention and healthy relationships.
Our advice process, framework and industry-leading planning tools structure the lifestyle planning approach into a rigorous and reputable process.
Key services include:
- Investment strategy: We help define objectives, ensure decision-makers understand their fiduciary duties, and review the strategy and managers' performance annually.
- Training: Tailored investment training for trustees and boards.
- Regular interaction: Ongoing meetings to review performance, share updates, and advise on economic changes.
- Asset manager selection: We assist in selecting and evaluating asset managers using a structured research process.
- Monitoring and reporting: Continuous manager assessment and customised reporting.
Our investment consulting service provides information needed for making informed decisions, and assists with strategy implementation and monitoring.
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