Business Initiatives Program - Working with you
We approach all of our Alliance Partnerships with a view that they will be long-term relationships. We are committed to meeting the needs of your business and clients through our Business Initiatives Program. This program aims to foster a productive business relationship that provides your business and clients with ongoing support and a number of benefits.
Ongoing support for your business
- Dedicated service. A dedicated relationship manager will provide you with support and help identify new opportunities for your business and clients.
- Client seminars. The opportunity to offer your clients complimentary educational seminars at your office or to attend one of our regular events.
- Professional development. You and your staff will have the opportunity to attend complimentary sales and financial services training tailored for your business at our professional development events or for a small group in your office.
- Marketing tools. Access marketing tools and promotional literature to use with your clients to help identify their financial advice needs and to help grow your practice.
- News and updates. Receive regular e-newsletters and updates to help keep you informed about the financial planning industry, legislative news and our services.
- Networking opportunities. You will be invited to a number of events to help you and your colleagues build a presence in the industry.
Ongoing support for your clients
- A dedicated adviser. To provide ongoing service and support and responds to clients’ changing circumstances.
- Regular reviews. Your clients can choose a service with a regular review of their investments, asset allocation and financial plan to ensure they are on track to achieve their financial goals and needs.
- Regular reporting. Your clients will receive regular reporting on their investments, including annual tax reports.
- Updates and events. Your clients will have the opportunity to attend seminars and events presented by our experts.
