White Label Partnerships

We partner with financial service businesses including accountants, mortgage & insurance brokers, real estate agents & solicitors to facilitate client base growth & retention through financial planning referral partnerships white labelled under our partner's brands. Through having an in house financial planning department under their brand, our partners achieve unprecedented growth in new business, client to client referrals & ongoing opportunities for repeat services for existing clients. Whilst our end to end management of partner's financial planning departments include an allocated financial planner to their business, plus the management of all client service, administration, compliance & marketing activities. In addition to enhanced value of their brand's appeal, our partner's benefit from receiving a passive commission income ranging from approximately $15,000 to $90,000 annually. Contact us today for a complimentary partnership assessment meeting to discuss the opportunities available for your business!