Financial Planning
Sydney CBD, NSW

  • Ref: 127328
  • Price: (POA)
  • Turnover: (not disclosed)

Financial Services Joint Venture - Increase revenue and build equity. Limited opportunities available to establish a financial services joint venture. We create, manage and grow financial services businesses for accountants.

Our group is an industry leader, offering investment advice, retirement planning, superannuation, insurance, lending and property investment.  We have been working with accountants for over 15 years, and in the last 18 months, we have established joint ventures with over 20 accounting businesses in Sydney, Canberra, Melbourne and regional NSW.

Below are some key features of our approach:

  • Our business model is profitable from day one.
  • You will generate a new source of revenue and build a capital asset
  • We do the “heavy lifting” to grow the business.
  • We offer 50/50 shareholding and board representation.
  • We provide services under our unrestricted AFSL and Credit License.
  • Advisers are not incentivised to promote any particular product.
  • Client interests are paramount.
  • You will incur no establishment costs.
  • We manages all compliance and all human resources.
  • We do not expect you to become a financial planner.

The financial services joint venture will comprehensively complement an existing accounting business and solve the AFSL licensing issues that frustrate many accountants today. Let us show you how to create a successful full service financial services business without needing the accountant to be an authorised representative under an AFSL or meet any compliance or CPE requirements.


If you are interested in making a smart partnership with our group, express your interest today, and we’ll be in touch shortly.

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