MASTHEAD
FINANCIAL PLANNING

Welcome to the Masthead Financial Planning dealer group – a new initiative to help independent financial advisors stay in business and deal with the many challenges they face.

 

Masthead believes in the value of independent financial advice. With our experience in the advice industry since 2004, we offer an excellent platform and the national infrastructure to deliver the support advisors need, now and into the future.

By assuming Key Individual responsibilities through the Masthead Financial Planning dealer group, advisors are offered the best of both worlds – they operate under a single master licence, enjoying the benefits of business support, protection against advice risk, sharing in cost savings and building value for succession, but are still able to make independent decisions!

As a Masthead Financial Planner, you can focus more on customers and delivering financial planning solutions. Your clients can be assured that you uphold Masthead’s values and professionalism, have a succession plan in place, are qualified, objective and compliant and strive to deliver appropriate advice and quality service.