• Post Retirement Services
    Post Retirement Services

    A strategic point of difference.

  • Financial Service Advisers
    Financial Service Advisers

    90% relational and 10% technical.

  • Next Generation Practice
    Next Generation Practice

    Defendable business model, sound commercial principles.

  • Family Wealth Management
    Family Wealth Management

    Proven practice development strategy.

  • Balanced Approach
    Balanced Approach

    Wealth accumulation and redistribution. 

  • Best Practice Advice
    Best Practice Advice

    Achieved through sound commercial principles.

  • Your practice is a business
    Your practice is a business

    Develop empathy with SME owners.

  • Positioning Advisers
    Positioning Advisers

    With 20% of clients that control 80% of wealth.

Wealth Engagement Service (WES)

WES is a new form/document-based service to help advisers gather and turn around information in the more complex wealth advice market.


Wealth Practice Development

Move into the profitable wealth market or the 20% of population that controls 80% of the wealth. A series of planning resources and documents to support the practice move into the wealth market. Read more...

The 3rd Age Solution

An innovative information service to help advisers move into the ageing market that controls 65% of private wealth - shows the adviser how to manage wealth transfer to the next generation. Read more...


A complimentary webinar series to help you get started on a robust Post Retirement Strategy in 2015.


Discover why a Post Retirement Strategy adds to your practice capital value and cannot be ignored, especially if you plan to sell/exit your practice within the next 10 years.

Designed to help you develop a plan for 2015, which will cater to the needs of your ageing clients and reduce the risk of intergenerational fund redemptions, this series also offers practical tips to get you started.

Over a total of 3 webinars, you will learn about

- your options with an ageing client book

- defensive and proactive strategies

- understanding the needs of ageing clients

- services that cater to these needs

- how an ageing client strategy is closely linked to moving into higher markets and helps you develop longer term relationships with high net worth clients.

Additionally we will show you how to find practical resources to support your journey.


This series is complimentary, however you will need to register for each webinar individually. Provided you are registered for each webinar, even if you cannot attend one of the events, you will have access to the recorded session following its conclusion.


Webinar 1 - October 29 - 12-12.30 PM. Register here

Webinar 2 - November 12 - 12-12.30 PM. Register here

Webinar 3 - November 26 - 12=12.30 PM. Register here


If you require assistance or have any queries call on 1300 378 752 or This email address is being protected from spambots. You need JavaScript enabled to view it..