Ocean Road

your journey

Advice is the key

Are you building the business of your dreams or building someone else’s?

When we talk to successful, self-employed financial advisers about their business dreams we hear a common story.

Too often the reason why they got into the advice business has become lost or distracted. With the pressures of regulatory change, rising compliance burdens and the influence of large financial institutions to pursue their own interests has taken the passion and the fun out of running a small business financial advice practice.
Instead of focusing on building a valuable business that delivers unquestionable advice to their clients self-employed financial advisers struggle with big issues like:

  • How can I give advice free from product bias?

  • How can I help clients in all the areas of advice they need when compliance is designed to protect a large bank-owned licensee’s interests?

  • How much is the head office costs of large licensees adding to the cost of advice to my clients for no real value?

  • Who’s business am I building – my business or the bank-owned licensee’s?

  • How can I build an asset that creates a lifetime value for me and my family beyond just working longer hours?

  • Who ultimately owns my clients and what controls can a licensee have over client information and ownership rights?

For many self-directed advisers these questions lead them to consider their own journey to building their business and their own financial futures.

What is your future path? How will you create financial freedom for you and your family and help your clients achieve their goals and dreams through advice without compromise?

 

Join our team

 

A voice in your own future

 

advice evolution is different from most other financial planning licensees in Australia today because:

  • We avoid all conflicts and influences of financial product manufacturers and large financial institutions

  • Our authorised representatives – or business partners as our members are known – have a direct voice in the decisions of the licensee

  • We offer authorised representatives the option of gaining equity in the licensee to share in its future success and capital value

A place to thrive

 

If you’re a self-determined small business financial adviser with a bias for quality advice and your client’s best interests and feel like there must be a better solution to building a business and sharing more fairly in the value you create we’d welcome the opportunity to connect with you.

advice evolution is suited to those financial advisers seeking:

  • to join a motivated peer community of like-minded professionals and be prepared to share and contribute to the licensee

  • an opportunity to share in the economic value created in a licensee

  • to retain more of the income generated from their advice

  • to put their clients’ interests first ahead of a product provider or institution’s interests and be passionate about providing truly great advice to their clients

  • to control the direction of their own destiny by choosing to use and pay for only the services they really need and value in their business

  • to put the fun and enjoyment back into running their advice business and revitalise their energy for the important work of creating financial freedom for Australians.

If this sounds like you we’d love to invest time with you to understand what drives you, your values, your goals and dreams for your business and your clients and the desire you have to create your own future.