Licensee Solutions

Practice Consulting

You are unique. We can help you capitalise on that.

As an AFSL holder, you need coaching and business support that respects your autonomy. You need a business partner dedicated to building your value proposition. And you need an expert that can help you deliver on the vision and experience you want for your clients, and your team.

Our business consultants are experienced professionals who have spent many years consulting with self-licensed practices like yours. Using our benchmarking and compliance framework, they’ve supported the business planning needs of sole operators to large dealer groups.

They can work with you to develop the vital aspects of your business. Strategies and solutions that drive business growth, reduce risk, and enhance profitability, when and how you want it.

With the support and systems of one of Australia’s most dedicated financial services organisation behind you, you’ll have access to the latest in global best practice consulting tools. Powered by the Business Health suite of diagnostic tools, we’ll map out a program that aligns with your business model, tailoring an approach specific to your goals and objectives.

Getting the right support when you need it can be the difference between surviving and thriving in business. Let us help you plan your journey with confidence.