All our engagement models offer considerable benefits to our referral partners and actively support your own strategies by leveraging our business know how and full suite of financial planning products. Benefits include:
- Outsourcing to free up your staff time, reduce compliance risks and increase profitability of your core business with one of the very few full service financial advisory companies in Australia.
- Additional revenue streams and income for every client referral you send our way as well as referrals from the Partners Wealth Group.
- Independent bank advice where lending requirements require a third party advisor not employed by the bank on a stand-alone basis – e.g. Limited Recourse Lending via a Self-Managed Super Fund (SMSF).
- Investment solutions not provided by banks – i.e. Direct Property and Mezzanine financing opportunities.
- Marketing opportunities and online resources including the latest industry and market updates, loan rates and calculators, and expert speakers for client investment briefings.
- Regular education and seminar programs with the latest on superannuation and legislative updates, ATO feedback and views, strategy trends including market leading advisor strategies and, case studies supported by keynote speakers and specialists from Partners Wealth Group.
We also provide value add services to the accounting profession which directly support Partners’ specialist non-core financial service offerings including:
- A hotline with early stage information for our Superannuation, Legal, Retirement Planning and Investment and Lending services clients
- A free introductory consultation to clients of Partners’ referrers; and
- Authorised Representative Licensing of accountants.
Join Partners Wealth Group
If you interested in joining the Partners Program or would like more information on how the program works and how it can help your accounting practice, please email firstname.lastname@example.org