• 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.

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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...

 

WES Support Templates

Estate Planning Workshop

A series of Zumeform templates to support the WES process, including letter of engagement, referral documentaiton, document checklist, meeting agenda and minutes proforma and other templates in development. These document templates can be downloaded free as part of your Zumeform license.