Créscere WealthBox: How Our Model Works

Créscere can help you build a wealth advisory service as a core component of your practice to meet the needs of your clients in today’s dynamic business environment. Our solution is called Créscere WealthBox.

Through our simple business model you can create a new, completely integrated and independent wealth advice service offering for your clients.

Créscere WealthBox provides access to a complete ‘out of the box’ solutions including:

  • Dedicated wealth adviser
  • Planning software
  • AFS Licence authority
  • Compliance
  • Professional Indemnity Coverage
  • Investment administration
  • Managed accounts
  • Para-planning
  • Property investments
  • Equities
  • Risk
  • Market Research

 

The benefits to your business

The benefits to your business include unlocking new revenue sources and capital value multiples that far exceed those paid for accounting based entities. Don’t leave this extra value on the table, make it part of your future exit strategy and succession plan.

Building on your strong foundation of trust with your clients, we will create a common philosophy and approach to assist your clients to grow their wealth while protecting their future.

Be ahead of the pack and make financial planning a core part of your business to give you the competitive edge.

Call us today to arrange an obligation free discussion where we can outline Créscere WealthBox and demonstrate how it can be up and running, within your practice, in a matter of days.

Watch this video and learn about the Créscere WealthBox model

Watch this video to learn more about how accountants
can have wealth and financial planning services in their firms

 

Investment Philosophy

Créscere has one primary aim; to provide the right advice by putting our clients’ interests first every time.

Investment Process

Our process is tailored to the large number of decisions that affect investment results. This requires a good understanding of the outlook, diligent research and good judgement.

Investment selection is based on merit and appropriateness, not on product commissions.

We combine quality independent research with rigorous internal review to create a dynamic platform for good advice

Quality

We steer clear of complex schemes and seek out quality assets that provide dependable income including a mix of rent, interest and dividends. We are focused on maximising the after tax income that lands in our clients’ bank accounts.

Transparency

Too often we come across clients who come to us from other advisers feeling disengaged with their investments, confused about their money.

We prefer direct ownership of assets cutting out the layers of fees common in the financial services industry.

Importantly our clients, their adviser and their accountant have 24/7 access to comprehensive investment reporting.