We are a forward-thinking dealer group that takes great satisfaction in offering a scalable and effective solution for your financial planning business. To increase profits for our Corporate Authorized Representatives (CARs), we use practical advice software. In order to provide significant value, we combine cost-saving technology with competitive licensee pricing.
Navigate regulations confidently with our comprehensive compliance support.
Receive tailored strategies to enhance efficiency and client service.
Benefit from continuous monitoring and proactive regulatory updates.
Tap into our deep industry knowledge and experienced guidance.
We don’t keep a portion of your sales. We give you a complete payment of all the money you made. We use a flat fee approach because we want to give our advisors long-term support so you can receive a larger share of the profits. We charge a flat fee. Indefinitely.
Are you working in tandem with one or more advisors, or do you have aspirations of hiring advisors in the future? Whatever the case may be, you can be confident that having more advisers in your company lowers your overall fee. Differentiated Pricing. Okay.
You will be well-positioned to achieve significant business growth with our technology. To improve the efficiency of your business and to make your lives easier, we have developed our own software.
The fact that our software is specifically designed with financial planners in mind sets us apart. Everything you need to run your practice is at your fingertips; you don’t need to train yourself or customize anything.
At the core of everything we do is compliance. A special compliance framework in our software checks compliance during the advice process. Every SoA you provide to your clients should give you peace of mind. Observance. We are available to assist you.
We have been practicing financial planning and practice management for fifty years. We can assist you in navigating the intricate realm of practice management and compliance by sharing with you what has and hasn’t worked for us over the years. Information is abundant. Experience Has Great Power.
Support is one area where other dealer groups frequently fail to provide it.
At Finex Wealth, we offer access to a network of third-party advisor support services, including web design, administrative staff, digital marketing, and Financial Planning, as well as free transitional support.
When you embark on your journey with us, you might not have all the solutions to your issues. In order to help you grow your business the way you want it to, we’ve put together a list of reliable and knowledgeable practice support services that you can access at any time. Require a Financial Planning? They are with us.
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Explore the steps and requirements to obtain a financial services licence with Finex Wealth’s expert guidance. Contact us now to begin your licensing journey.
Learn how to become an authorised representative and join Finex Wealth’s network of financial advisors. Contact us now to explore opportunities.
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