If you are planning to start off as a Financial Adviser, grow your currently running business or want to sell it, you are at the right place. At Centrepoint Alliance, you are working with finance professionals who understand the workings of the industry and remain pioneers in providing Financial Advice to its partners. We are a community of Financial Advisers and planners who have partnerships with many associations but are owned by none. All decisions are made with only one thing in focus – our customers’ interests.
Starting Off as A Financial Adviser
If you’re new to the Financial Planning and Advising Business, know this, it is a very profitable profession given you choose the right people to work with. That is what we provide to our clients - we can help you kick-start your financial advisory business in the following ways:
- Help you establish a name and reputation in the Financial Planning industry.
- Make sure that you are compliant with the increasing regulatory change in the industry.
- Provide financial adviser training of the highest standards, so you have an edge over the rest of the people in the industry.
- Give you community support as well as individual support
- Set you up with a referral system and a business network.
- Assist you in finding and retaining clients.
Selling A Financial Planning Business
Selling a financial planning practice is no easy work. Centrepoint Alliance will help you set up your business for sale in the best way possible. Some common things we can help you with include:
- We will help you valuate the worth of your business setup in the current market.
- Assist you in finding prospective buyers and promote competition among them.
- Help you focus on your interests while the sale transaction occurs.
- We will also assist you in setting your business up for sale.
- Guide and direct your staff on what to do when the sale phase of your business starts off.
Growing as A Financial Adviser and Planner
We can help you grow in ways you haven’t even imagined. If you’re committed to the "financial planning industry" and want to take a step further in the business, no one can help you better than Centrepoint Alliance.
- Our business experts can help you revise your business plan and point out how you can improve it.
- Offer you subject matter experts, industry leaders and other resources to guide you.
- Develop solutions for your current business, with your interests at the centre of it all. This can help you grow your business further.
- Make sure our development experts for business are available to guide you and your business towards constant growth.
If you’re looking for Financial Planner Training or are already providing financial adviser services and just need to know what your next step should be, come to us at Centrepoint Alliance. We are equipped to help our clients no matter what their interests are.
To learn more about our business, call 1300 557 598