Our licensing services are underpinned by four key pillars:

Financial Planning Practices

We understand the needs of financial planning practices and through our Business Optimisation Program we provide support for all stages of their business journey.

Financial Planning clients

We provide personalised advice coaching for our advisers to ensure they can provide the best advice possible for their clients while using our scale to reduce costs for client advice delivery.

financial planning profession

We are active advocates for our advice community, as members of our leadership team are regularly called upon to contribute to industry and government panels and discussion groups.

Financial planning Community

Our Fortnum Foundation formalises the goodwill that already exists among our Fortnum financial planners and provides an opportunity to come together for the greater good.