As a trusted adviser you are already helping your clients with their taxes and accounts. Personal financial advice is the next step.
As an Authorised Representative you will be able to extend that service to your clients.
Financial advice makes a difference to the financial and emotional well-being of clients. It's highly valued by those who receive it.
“90% of advised clients say that accessing financial advice has left them in a better position financially.” [1]
“89% of advised clients say it also provides them with improved mental health, less worry and stress. And better relationships with family and friends.” [2]
“A good advisor can add to (or save you from losing) 3% of your wealth per annum after fees and taxes.” [3]
It's little wonder the “demand for advice has doubled in the past 5 years.” [4] Further research from ASIC shows “41% of Australians intend to get advice in the near future.” [5]
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It’s time to consider becoming an Authorised Representative of Politis. Add value to your clients and make a difference in their world.
This starts with a conversation, about what’s involved and how it works.
Call now on 02 4962 5525 to speak to our Business Development Manager.
Or fill in the form and they will be in touch the next day.
Foot notes
[1] The True Value of Advice Research Paper IOOF August 2020.
This is one of the largest research projects of its kind undertaken in Australia. Core Data surveyed 12,643 advised clients and non-advised individuals.
[2] The True Value of Advice Research Paper IOOF August 2020.
[3] Research for Vanguard / Envest by PMC Quantitative Research Group.
[4] https://www.professionalplanner.com.au/2020/09/advice-demand-doubles-in-5-years.
[5] “Financial advice: What consumers really think.” Report 627 ASIC August 2019.