2 experienced individuals in a start up business.
Two individuals, both 35 years old, both with 16 years experience each with a mid tier financial services firm.
Having worked for 5 years plus previously in partner roles now looking to establish a new start up firm.
Both have previously has strong established client base relationships however are now needing to cut through into the market and attract new clients.
The ideal client is business owners & high net worth individuals, who wish to work strategically with advisors to ensure their full financial needs are addressed.
The firm will operate in regional NSW, Australia.
Our Mission Statement:
Utilising technology, alongside our knowledge & expertise, to help our staff and our clients achieve the best possible outcomes for their personal circumstances.
Our firm vision:
A firm which provides a holistic personalised, quality, and value add service to clients; assisting our clients to identify and achieve their business and wealth creation goals; leveraging technology, specialist skills, knowledge & experience.
A firm which creates localised career opportunities for staff; maximising the use of technology in delivery of an efficient compliance function, thus allowing the individual to upskill and provide a high level of personalised service to clients.
We support on the job learning and education through hands on involvement in client service delivery.
A firm which understands and supports the communities in which we operate.
A profitable firm which provides adequate cash flow to reward equity partners and allows for reinvestment in people, systems & service offering.