Not every business we partner with has the same service requirements or financial expectations, which is why we have designed a number of engagement models to meet your specific needs.
Pure referral model – a simple business model where we commit to providing your clients with the highest standard of service and advice based on ad hoc referrals.
The partners program – a documented service program that provides you with a revenue stream and access to Partners Wealth Group’s suite of integrated services including financial planning, investment, superannuation, insurance, legal and property finance advice.
The joint venture program – provides all the features of the Partners Program but offers a higher level of investment and return to our partners as part of a formalised relationship with us. Through the establishment of a dedicated company, all services, employment and other costs are outsourced to Partners Wealth Group and charged back to the joint venture at an agreed rate. Profits are then calculated at year-end and split according to the equity holding (usually 50/50). It’s a popular option for accounting practices where the opportunity is large, or where partners wish to build equity in the referral relationship.
FOFA licensing arrangement – From 30 June 2016, accountants will need to be licensed to provide general Self Managed Super Fund (SMSF) advice. Our Limited Authorised Representative licensing arrangement offers an easy low cost solution to ensure your practice principals are licensed and compliant with the new amendments well before they take effect. You also receive an ongoing subscription to our Superannuation and Legal technical services divisions who will be on hand with valuable and readily accessible phone advice.
If you would like to find out more please email us at firstname.lastname@example.org