Marketing and Communication
Whilst there is no cost to join the Partnership program we are able to provide your clients with access to a wide range of financial products and services.
You are able to participate in revenue sharing from all the in-house services.
Our In-House services include:
- Income Protection Life and Trauma Insurance
- Superannuation
- Self Managed Funds
- Administration and Technical Consulting (subject to discussion)
- Risk Profiling & Investment Advice
- Direct share investments
- Gearing & Tax effective investment programs
- Allocated & Complying pensions
- Wealth accumulation strategies
- Investment structure advice
- Retirement planning advice and financial modelling
Services delivered through business partners:
- Mortgage Broking (soon to come in house)
- General Insurance Broking
- Business property and liability insurance
- Professional Indemnity
- Commercial Motor vehicle
- Marine transit
- Home, contents and motor insurance
- Investment Property Advocacy and Advisory service - fee based
Client Communication and Promotion
Partners will not only assist in removing your compliance risk under FSR but also the hard work and time involved in dealing with financial services clients. Clients respond positively to proactive service particularly when it is delivered in a relevant and considered fashion. Some of the services offered include:
Waiting room material
Brochure - Coffee table overview of the Partners service offering along with information on how it fits with the services offered by your practice. This section of the document is signed off by you.
Client Direct Response form - Waiting room flyer that provides contact details should the client wish to avail themselves of the services.
Referral Fax Forms
Convenient client referral forms. Simply fill in the client name and contact details and fax to our office and we will do the rest - contact the client, arrange an appointment, provide the appropriate advice or service and provide you with a copy of the advice given along with any subsequent updates.
If you would prefer we can provide an email template for electronic communication of the referral.
Marketing Letters
General and specific personalized mailings to clients informing them of the services offered and the potential benefits for them. These are always done with the knowledge and approval of the relevant practice. All production and postage costs are born by Partners.
Newsletter Material
If you produce a client newsletter we are able to contribute to material on investment related matters in a compliant format. This can be a regular feature if required.
Client Seminars
A popular and valuable client service. We hold a number of seminars throughout the year with informed and engaging speakers on a range of financial & investment related topics. These can be private sessions for your clients only or as part of a broader audience.
These seminars can be held at your premises or at a venue provided by PARTNERS.
Feedback on Client Progress
Subject to the limitations of the Privacy regulations and client permission we will provide you with feedback on the progress of all client files. This will occur via email after each material change in the client's position.
Joint Presentations
By appointment we are able to assist in joint presentations to new clients, Should you consider it beneficial we will "bundle" our services with your own with the aim of winning new accounting clients.
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