Breathe new life
into your practice

We approach the entire business with advisers and their client relationships at the centre of what we do. Our mission is to help our advisers get back to being able to actually enjoy the profession we have all chosen.

Our solutions for advisers

Marketing
and engagement

Drive lead generation, client recruitment and client engagement using Australia’s largest library of financial literacy handbooks and manuals.

Education
and training

Our core content is all FPA-accredited and can be tracked through Kaplan OnTrack meaning you can meet your annual CPD requirements – but our sessions deliver so much more than just points.

Practice management
and efficiency

Whether you are practicing in a single-adviser practice or within a large-scale multi-disciplinary operation our team can help you improve process and efficiency gains.

Recruitment and
professional year support

We know the challenges and also the rewards in identifying, recruiting and developing new talent to the industry and now you can access our experience and services.

Estate planning
and legal services

We can help you expand your service offering, increase revenue and seal in the goodness of your relationship with your clients through integrating a comprehensive estate planning offering into your practice.