The key benefit of our model is simplicity, we have done all the hard work so you don’t have to reinvent your practice in order to provide wealth advice to your clients.

For years banks and insurance organisations have offered you a restricted license and a handful of planning tools to get you going but one question could never be answered. Who was going to deliver the wealth advice to your clients?

Créscere WealthBox provides not only a full AFS license, research, approved product list, PI insurance, platform, managed funds, access to direct equities, complete front and back office services but also a fully trained wealth adviser to recommend and deliver the client’s wealth plan.

The adviser will meet with your clients and develop a statement of advice that can be as diverse as a complete lifestyle financial plan, superannuation services, salary packaging, investment strategy, estate planning, property and/or to advice in regard to risk.

Créscere WealthBox is a complete ‘out of the box’ solution.

We even provide templates for you to introduce this new service to your client base – past, present and future.Our aim is to facilitate the introduction of this new service with minimal impact on your current business. We will even establish the new legal entity that will be responsible for delivering fee for service wealth planning.

We have a structured step-by-step process that facilitates the establishment of a wealth advice business associated with your practice. Each stage is specifically designed to ensure a smooth and fully integrated transition process.

Summary:

  • You will have valuable equity in the new entity providing wealth advisory services.
  • You will receive a substantial proportion of the top line advice revenue generated from your clients.
  • And since this top line revenue incurs virtually no overhead, from your practice, it’s the same as bottom line profit.
  • Your fee-for-service wealth practice will be providing independent wealth advice to your clients.
  • A fully-trained and dedicated wealth adviser is provided so you don’t have to retrain, hire or train any of your current staff.
  • A full AFS licence is provided to the new entity.
  • The new entity is fully covered by professional indemnity insurance.
  • All front and back office software is provided.
  • All client account fee reconciliation is provided.
  • No need to undertake RG146 training.
  • Accounting Professional & Ethical Standards Board APES 230 compliant.
  • In the case of accounting practices, you will beat the rush and be fully compliant ahead of the July 2017 deadline.