Our Member Firm Services

See what's possible with expert financial advice

Your adviser will work with you to identify your goals and the best strategies to achieve them. They’ll help you protect the people and things that matter most, ensuring peace of mind. Together, you can maximise your retirement options and create a plan for your long-term legacy. With expert guidance, you’ll be empowered to live your life with confidence and security.

our services

Hands on support

  • Retirement planning
  • Aged care planning
  • Centrelink assistance
  • Estate planning

Industry leading AdviceTech

  • Investment strategies
  • Wealth creation

Showstopping community events

  • Superannuation consolidation and management

Access to capital funding

  • Life insurance
  • Total and permanent disability insurance
  • Trauma insurance
  • Income protection

Let us explain how it works

From understanding your goals to implementing and reviewing your plan, we provide personalised guidance every step of the way.

Regional Managers

Our dedicated Regional Managers play a central role in helping advice businesses work on their business—not just in it. They provide hands-on support to drive practice profitability and growth, guiding advisers through strategic planning, benchmarking, and targeted growth initiatives. This is complemented by core practice management support, including refining client value propositions, enhancing client segmentation, optimising pricing models, and strengthening people development to build more scalable, high-performing practices.

Practice Optimisation Managers

Our Practice Optimisation Managers are focused on embedding operational efficiency and consistency across advice businesses through effective use of Platformplus. They deliver hands-on training across engagements, advice development and implementation, while providing ready-to-use templates for workflows, client communications and service agreements. Their support extends to improving data quality, revenue reconciliation and actionable insights, alongside comprehensive client and practice reporting, ensuring businesses are operating at best practice and fully optimised for scale.

Professional Standards

Our Professional Standards team underpins adviser confidence by providing responsive, expert support across compliance and client advice queries, as well as guidance on effective advice strategies. They ensure businesses remain aligned with evolving regulatory requirements, professional standards and CPD obligations, while also managing breaches, incidents and complaints with clarity and rigour. This is complemented by paraplanning and audit support, helping practices maintain high-quality advice delivery and robust governance frameworks.

Research & Investment

  • Non-approved product requests
  • APL management and queries
  • Investment governance support

Marketing

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Events

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Revenue Management

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Technology

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Paraplanning

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M & A Support

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Want to learn more?

Our dedicated advisers are happy to help