• Post Retirement Services

    A strategic point of difference.

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  • 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

    Proven practice development strategy.

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  • 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.

3rd Age Solution

The ageing population has a distinctive set of advice requirements. Our 3rd age Solution is a complete turnkey solution which matches competency to implementation methods so that you can offer a comprehensive, successful post retirement service to all clients over the age of 50.

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Post Retirement Services Audit

A competitively priced audit that determines gaps and identifies opportunities that exist in services offered to baby boomer clients.

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Develop a Strategic Point of Difference

Superior Marketing and Communication Material that is designed by experts to help communicate your post retirement services offer.

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post-retirement

Introduce a robust Post Retirement Services offer for a next generation practice. Enhance your competencies with online courses in Estate Planning, Succession Planning and Aged Care. Contact us today for your introductory Pack.

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Book into our reputed Estate Planning course. Places fill quickly so don't hesitate. Register today or contact us for further information.