MASTHEAD FINANCIAL PLANNING
We offer a wide range of quality support services and expert
guidance and have the ability to meet advisors’ needs nationally.
HOW CAN WE HELP YOU?
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.
We offer a wide choice of approved product provider offerings for your clients.
Masthead Financial Planning has agreements to sell a wide range of product providers.
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 PLANING
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.