Our long time (almost three decades) experience in financial services has shown that there is constant change in the operations of financial services firms in Australia.

Our research has also shown that far too many firms and their principals are too busy working "in their business" as opposed to "on their business".

This leads to higher risk of inefficiency in performance, shortfalls in compliance, missed growth opportunities and eventually a decrease in "net value" of the business.

Our advice is heavily based on practical experience and we have found that in working with principals we deliver effective and efficient strategies in improved management.

Typically the areas in which we can advise you are:

• Governance & Compliance to ASIC requirements
• Business "Best Practice" processes (to meet July 2012 reforms)
• Business Growth Planning & Strategy
• Business “Best Practice” processes
• Mergers and Acquisitions (including JV mediation)
• Organisational development & staffing
• Staff training & assessments
• Marketing & Client Management improvement methodology
  

Our M & A work is platinum level and highly customised to your firms strategic direction and cultural fit. We use a staged process which allows careful and precise matching. We provide a complete service to include due diligence and legal documentation.

Our firm also has had the unique benefit of experiencing the largest amount of change within financial services in history, namely the 1980’s and 90’s, when ASIC and other regulatory forces worked to enforce a new level of regulation within the financial planning sector particularly.

This insight and experience allows us to give experience based advice on what may happen to all sectors with the AFS Industry.