Do you have what it takes to join one of Australia’s longest established and most highly regarded financial advice groups?
We service more than 60,000 clients through a national network of over 200 advisers who oversee $10 billion in funds under advice and more than $45 million of insurance in force. Our advisers are some of Australia’s most experienced and qualified, with an average of almost 17 years in practice.
We started as RetireInvest, with a focus on advising Australians as they approached retirement. Our offer has evolved to appeal to clients at all stages of life. Today, our advisers provide services under their own brand or leverage the strength of the group’s brand.
Where we really differentiate is in the unique way we combine our people, systems, processes and programs so that advisers can embrace efficient best practice, drive profitable growth and increase the value of their business.
It is through our commitment and dedication that our advisers are part of that forms our community, bringing financial advice to life.
Through an integrated approach that combines streamlined processes, smart technology and people solutions to deliver increases in efficiency.
Sustainable revenue growth
Practice management is at the core of the offer with dedicated support from an experienced team who understand what it takes to successfully grow an advice business.
Core business value
In addition to programs which help to create a valuable business, we offer a range of benefits including funding solutions, revenue opportunities and succession plans.