Some Shine Brighter
Our Story
From our beginnings in 2009 as a self-licensed financial planning practice, we have always instilled technology as a core driver for our success.
Today, 10+ years on, we have commercialised our own technology and employed it within our dealer group to deliver a truly end-to-end solution for financial advisors.
Technology drives costs down.
Being a practice manager for over 10 years has shown me that there are multiple repeatable processes that can be digitalised.
Compliance is one of those aspects that I have focused a lot of my time around. And it was certainly a challenging endeavour as the regulation evolved.
At present, I am proud to state our accomplishments in compliance and practice management technology.
We have truly transformed the advice process for advisers to make advice more affordable for clients and more efficient for advisors.
Anthony Lyon | MD of IIP | RM
We take a pragmatic approach.
I bring 30 years of financial services experience. In 2009, after 15 years at Macquarie Bank as a financial advisor, I ventured out to create my own integrated practice.
Running a financial planning business is tough, but so rewarding when you get it right. And we want to make sure that our advisors can benefit from our experience.
We are pragmatic, we are nimble and we welcome the ideas from our network on how to improve.
Christopher Fellas | Director | RM
40 Years Of Financial Planning Experience
Our Responsible Managers have over 40 years of combined experience both operating a compliant AFSL and a financial planning practice.
Whether it be legislation changes, royal commission inquiries and evolution of advice fundamentally, we have always stayed ahead of the curve to implement systems and processes to lower the cost of formulating advice.
Helping Our Advisors Through the Advice Process
We’re not here to tell you how to run your practice, nor will we restrict your opportunities to grow your business. Rather, we want to work with you to explore those pathways and engage in new ways to improve our own processes.
Simplicity
To achieve efficiency in this industry, we must make things as simple as possible. We don’t believe on having a 6 software tech stack because simplicity is found in 1 solution not 6.
We have 1 solution and it is all you will ever need to operate your practice efficiently.
Support
We are indifferent if you are a single advisor or a practice with 5, we provide you with support. Whether it be compliance or technology, our team are behind you to assist in meeting your goals.
Innovative
We define our value by digitalising our service. We provide you with the flexibility to work from anywhere and enable you to tap into our network of paraplanners and support staff to assist in any ways you need.
