Practice management
and efficiency

Whether you are practicing in a single-adviser practice or within a large-scale multi-disciplinary multi-office corporatised operation our team can help you improve process and efficiency gains to deliver increases in revenue, profitability and asset value.

Starting with a “check up from the neck up” we can help you identify your goals and objectives and then tailor a program of improvements across key aspects of your practice to help deliver the outcomes that you strive for.

Our Practice for Progress programs and services include service proposition development and refinement; pricing and operating overhead structuring (and restructuring); client recruitment and retainment; and growth and succession plans including mergers, acquisitions, and disposals, and financing. 

All of our key people not only have experience in boutique self-licensed and large licensee group environments, but they also know exactly what it’s like to sit with clients every day; what’s involved in creating and presenting and implementing advice; the challenges of building and maintaining a practice; and in turn the importance of maintaining and managing client relationships.

They know firsthand what it’s like to deal with ever changing education standards, complex legislative and regulatory overlays, and the many other challenges that our sector has had to confront over recent years.

This experience was gained through a broad range of professional practice from single-adviser situations through to integrated multi-disciplinary operations encompassing wealth management; retirement, investment and financial advice; personal risk advice; mortgage and finance advice; real property advice and buyers’ agency services; and accounting & tax advice and compliance services.

These foundation stones have ingrained in our corporate DNA an innate understanding of the challenges and opportunities that face independently-owned financial advice practitioners, so we are ideally placed to provide practical solutions grounding in real world reality.

Our practice management services are available to self-licensed practices and CARs and ARs of licensees on a variety of subscription, pay as you use basis and hybrid subscription/user pays models. Whilst costs will vary depending on the nature of the tasks at hand, you’ll have the confidence of knowing your total costs up front thanks to our fixed price engagement terms.