Get smarter with your money

About us

We provide financial planning practices at the forefront of the profession with a sustainable business solution that is underpinned by technology and supported by people.

We are one of Australia’s oldest and most well-regarded financial advice groups.

We service more than 60,000 clients through a national network of over 200 advisers who oversee $10 billion in funds under [advice] and more than $45 million of insurance in force. Our advisers are some of Australia’s most experienced and qualified, with an average of almost 17 years in practice.

We started as RetireInvest, with a focus on advising Australians as they approached retirement. Our offer has evolved to appeal to clients at all stages of life. Today, our advisers provide services under their own brand or leverage the strength of the group’s brand.

Where we really differentiate, is in the unique way we combine our people, systems, processes and programs so that practices can embrace efficient best practice, drive profitable growth and increase the value of their business.

It is through our commitment and dedication to the practices that form part of our community, that we bring financial advice to life.

  • Increase efficiency – through an integrated approach that combines streamlined processes, smart technology and people solutions to deliver increases in efficiency.
  • Create sustainable revenue growth – genuine practice management is at the core of the offer with dedicated support from an experienced team who understand what it takes to successfully grow an advice business.
  • Maximise business value – in addition to programs which help to create a valuable business, we offer a range of ANZ benefits including funding solutions, new revenue opportunities and succession solutions.

 

 

Alternatively call us on 1800 738 473 for an obligation free meeting with our team.