When Kath Orman of Goals and Dreams Financial Planning joined Fortnum Private Wealth in August 2021, her goal had been to find an AFS licensee offering genuine cultural alignment and a sense of community. Today, Kath is pleased to report that she feels more at home than ever. Here, we share Kath’s perspective on the…
When Chris Fallico established Acadia Wealth Advice in 2016, he was determined to find an Australian Financial Services Licensee that offered a different approach to licensing. In joining Fortnum, Chris and his fellow Principal Advisers Jason Ingold and Adam Pearsall discovered a collaborative and collegiate community that has delivered a range of surprising benefits for…
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.
Attracting smart, motivated young people is not easy. Whether you’re a person, company or profession, it requires a unique proposition. Basically, you need to be attractive. When it comes to professional services, it also helps to be big. In that context, recent figures from WealthData revealing that only 163 advisers or provisional advisers have entered…
Wayne Gretzky, the former professional Canadian ice hockey player often referred to as hockey’s GOAT (greatest of all time), famously attributed his success to his ability to “Skate to where the puck is going to be, not where it has been”. While Gretzky’s 1982 quote has become an overused corporate cliché, it is still relevant…