
MASTHEAD FINANCIAL PLANNING
We offer a wide range of quality support services and expert
guidance and have the ability to meet advisors’ needs nationally.
MASTHEAD FINANCIAL PLANNING
We offer a wide range of quality support services and expert
guidance and have the ability to meet advisors’ needs nationally.
Welcome to Masthead Financial Planning – an initiative to help financial advisors stay in business and deal with the many challenges they face.
HOW CAN WE HELP YOU?
Risk Management
We do company and product due diligences, and provide product information as well as guidance on the suitability of product types.
We support internationally tested advice processes. We provide experienced and trusted compliance support. We provide group professional indemnity cover for you.
Independence
We offer a wide choice of approved product provider offerings for your clients.
Product Providers
Masthead Financial Planning has agreements to sell a wide range of product providers.
business suPport
We assist you to use technology effectively. We assist with client management and data mining.
You enjoy the backing of our national infrastructure and the established Masthead brand.
MASTHEAD FINANCIAL PLANNING
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.