History
  Current Advice Model
  Change in Philosophy
  New Advice Model


 

History
The complexity and costs of delivering financial advice and products to consumers has created an industry that provides much of its focus to high net worth (“HNW”) individuals with only very limited access to the mass population. Even for those that do have access, the huge volume of advice, information and choice has often led to confusion and uncertainty. The consequences of this lack of knowledge for individuals and the community are substantial. As a result, simplifying this complex process as well as making it more cost effective and available to the mass market has, historically, been considered too difficult.

Current Advice Model:

A Change in Philosophy
With the fundamental belief that sound and objective financial advice should (and can) be available to everyone, the Financial Advice Centre has moved beyond accepted industry thinking and pioneered a professional, scalable and cost effective advice model that has revolutionised the industry.

Providing full, limited and general financial advice to the mass market, the Financial Advice Centre works closely with banks, fund managers, superannuation funds and dealer groups to enable them to build stronger, more sustainable and longer term relationships with their customers, members and clients. This professional partnership can lead to:
• Higher levels of satisfaction and loyalty
• Higher retention levels
• Increased referrals
• Increased product sales per customer
• Higher exposure to growth assets
• A more cost effective and efficient method of delivery

New Advice Model: