Maturity is often associated with age yet some of the oldest financial planning businesses are also the most immature. Fortnum’s Neil Younger outlines the components of business maturity and why they’re increasingly important. Financial services businesses have operated under a stable and prosperous backdrop for decades. Australia has enjoyed three decades of economic growth since…
Tasmanian financial advisory firm, Zenith Wealth, has joined Fortnum Private Wealth, after an extensive review of Australian Financial Services Licensing options including self-licensing.
At Fortnum, we talk about agility and accessibility a lot. It’s because we truly believe this is what sets us apart from other Australian Financial Services licensees. We are very mindful that changing to and onboarding with a new licensee can be a daunting and disruptive time for financial planning practices, so when practices join…
Our advice framework looks beyond the mandate of compliance and leverages it to find opportunities that help our practice community create better and more successful financial planning businesses.
When Mark Chan of Avondale Wealth was seeking a new Australian Financial Services Licence, he wasn’t just looking for a licensee. He wanted to experience a licensing recruitment process with rigour that would convince him that only financial planners of the highest calibre would be admitted. What he didn’t count on was a surprising ‘bonus’…
The technology stack offered by your licensee should provide the support you need to deliver advice efficiently while providing a diverse and secure framework. If it’s not, there’s every chance your back office will be slowed by time-consuming and costly administration. We understand that technology is core to your financial planning business success. That’s why…
Choice is fundamental to quality, personal financial advice but too much of it often comes at the cost of scale and efficiency, Neil Younger writes.
We’re more than just a financial planning licensee. We offer an opportunity to join an energetic, collaborative community of successful financial planners who, while seeking leadership, innovation and more value from their licence, expect outstanding business support too!
Today, we launch our new website and with it, we renew our commitment to great Australian financial planning practices that seek outstanding business and licensing services.