Business to business (B2B) division

Licensing solutions

Through our Millennium3, Synchron, Sentry, and Wealth Today divisions we support more than 400 independently-owned financial advice practices across Australia – from single-adviser practices to large-scale multi-disciplinary multi-office corporatised operations.

Our network of practices collectively deals with more than 100,000 clients – and has more than $16Bn of assets under advice; annual in-force personal insurance premiums of more than $360M; and new insurance premium sales for circa $25M annually.

Under our model, suitably qualified financial advisers are open to apply to join one of our AFSL cohorts. Following extensive due diligence, qualification and reference checking, and induction training, those that are successful with their applications are appointed as either corporate authorised representatives (incorporated parties with one or more advisers) and/or authorised representatives (individuals).

Appointed advisers are provided with a comprehensive range of licensing, risk management and compliance, education and training, technical support; and practice management and development services, including extensive consumer marketing and education tools.

Visit the Millennium3 website, Wealth Today website, Sentry Group website, and Synchron website to learn more about their range of services for advisers and their clients.

Licensee and adviser solutions

Our Wealth Adviser division provides AFSL licensees; self-licensed advice practices; and advice practitioners embarking on self-licensing, a comprehensive range of services and solutions that bring the benefits of our experience and scale to help them achieve their professional and commercial goals.

Our services include AFSL licensing applications; policy suite and APL development and maintenance; revenue management; education and training; and estate planning and legal services to name just a few. Visit the Wealth Adviser website to learn more.

Advice is at the heart of everything we do.

Over more than a decade we have brought together a dedicated team who have all come together with a philosophy founded on a collegiate approach that places advisers and their clients at the centre of what we do – interactions with the advice practices and advisers we support is best described as being based on respect.

That respect for advisers is founded on the fact that all our key people know exactly what it’s like to sit with clients every day; we know what’s involved in creating presenting and implementing advice; we understand the challenges of building and maintaining a practice; and in turn the importance of maintaining and managing client relationships.

We know firsthand what it’s like to deal with ever-changing education standards, complex legislative and regulatory overlays, and the many other challenges that our sector has had to confront over recent years.

Fundamentally we approach the entire business with advisers and their client relationships at the centre of what we do – our mission is to help our advisers get back to being able to actually enjoy the profession we have all chosen.

These foundation stones have ingrained in our corporate DNA an innate understanding of the challenges and opportunities that face privately-owned financial advice practices across Australia, whether they are a single-adviser practice – or a large-scale multi-disciplinary multi-office corporatised operation.

Direct-to-consumer (B2C) division

Through the various entities that make up our Spring Financial Group B2C operations, the Group also delivers a range of financial planning, accounting & tax, and mortgage finance services, directly to wholesale and retail clients. Visit the Spring Financial Group website to learn more.

These operations help underwrite critical intellectual property, and skilled human resources experienced in the practical application of financial advice and services; risk management; regulatory and legislative compliance; and training and education, which enable the Group to provide meaningful “real world” support and insights to the privately-owned advice practices our B2B operations support.

The Group’s B2C operations also serve as a “research and development lab” for both consumer and practice management strategies – setting the Group’s B2B operations apart from dealer groups that have no exposure to the practical application of the marketing and delivery of advice to consumers on a day-to-day basis.