• 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.

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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The 3rd Age is here!

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

 

Develop a Strategic Point of Difference

Engage with an Estplan Mentor to move to a next generation practice model based on family wealth management, which delivers measurable commercial outcomes. Use the Tailored Practice Enhancement service to increase profitability and practice longevity.

Estplan Online Courses

Fully integrated online solutions to seamlessly manage wealth client data collection, adviser response and referral actions - allowing the adviser more client facing time, delivering higher revenues.

 

Estate Planning Workshop

A series of templates, videos and documents to support the practice move into the wealth market