Wealth Tactics

The Wealth Tactics solution is all about understanding the importance of the adviser and client relationship. We assist our clients in their value proposition by providing expert financial planning compliance, technical and technology assistance at reasonable prices. We utilise our specialist industry knowledge and experience to provide commercially viable and compliant solutions for advisers, AFSLs, industry bodies, regulators and other industry professionals. Our list of services is extremely flexible due to our extensive experience and the continual evolvement of our industry. Below are just some of the typical services in which we excel: • Compliance sounding board • Technical strategy sounding board • Advice pre-vetting • Adviser and AFSL compliance audits • Advice template creation • AFSL governance assistance • Policy & procedure development • Compliance project management • Adviser, AFSL and paraplanner due diligence • Advice & compliance software due diligence and testing • Adviser & paraplanner recruitment and training There is no job too big or too small for us to consider so please feel free to reach out so we can help you.