Our Offering
To Financial Advisors
Masthead Financial Planning looks to provide security, protection, peace of mind and helps reduce the hassle-factor by addressing the key concerns or challenges independent financial advisors face in the market.
The value proposition has been carefully constructed to provide independent financial advisors with a viable alternative to their current position. There are five parts to the value proposition.
Independence:
- We offer a wide choice of approved product provider offerings for your clients
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
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
Opportunity to share in cost savings:
- Benefit from direct cost savings (such as PI cover, FSB licence fees, Network fees and Customer Relationship Management software)
Build value for succession
We’ll assist you:
- With retaining customers (and therefore revenue)
- To grow and maximize the capital value of your revenue
- With access to a ready-made buyer pool
- With a facilitated buy and sell option at the time of exit
