PFP is well resourced to support your financial advice business across a wide range of practice and adviser services including:

  • APL, independent research, advice and investment guidelines to assist you provide advice that is of the highest quality.
  • Asset consulting and managed account solutions.
  • Business support that enhances your practice business performance.
  • Claims, complaint management, PI Insurance and risk management.
  • Communications that inform you of the latest industry information and news on opportunities, training and networking.
  • Compliance and professional standards that help you meet the highest compliance and professional standards.
  • Marketing, events and client seminar solutions to grow your business.
  • Professional development that builds knowledge and skills, and connects you with a professional community.
  • Revenue management and reporting solutions.
  • Technology that simplifies your operations and powers your business efficiencies and profitability.

Our purpose is developing and supporting financial advice businesses. We will show you how to create a business that is significantly more profitable today while being finely tuned for tomorrow.

We do this by providing world class technology, services, education, on the ground training, and integrated compliance monitoring to help advisers build strong prosperous businesses focused on meeting clients’ needs.

In doing this, we build a community of like-minded professionals who benefit not just from the services and resources we provide, but from each other and the network we create.

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