Financial Planner Support Centre

The Planner Support Centre uses an integrated system that allows financial planners and those who aspire to be planners to succeed in their own business on a cost effective basis.

With the help of the Planner Support Centre you can minimise the time you spend on paper work and maximise the time you spend seeing new clients.

We have a team of experienced professionals waiting to support you.  In addition we have developed an easy to use software program that allows you to allocate tasks to be completed while you’re out seeing clients. You can add notes and tasks as well as track progress remotely.

You can maintain your client notes and diary on one easy to access system while ensuring you get your client proposals including Statements of Advice and insurance quotes developed in a timely and efficient manner.

Add specialised business coaching to this processing support service and you can see why our members succeed sooner.

Our vision is to have a team of financial advisers as members who will:-

1. Earn higher than industry standards by learning and leveraging a different way of understanding money

2.  Receive routine technical, marketing and business training.

3. Enjoy specially developed one on one business coaching.

3.  Have 24/7 remote access to a processing system that allows the planner to spend less time on paperwork and more time with clients and prospects.

4.  Have the enjoyment and advantage that comes with being part of a team without having to share ownership of the client asset with any other organisation.

5.  Get the opportunity to lead a balanced life without jeopardising business welfare. 

Our role is to provide the complete business package that supports the planner through the start up, growth and exit phase of their practice.

Please note, Partnercorp does not hold an Australian Financial Services Licence. 

If you are an existing financial planner and already part of a dealer group that’s fine our full range of services are available to you. 

For those not yet committed to a dealer group we recommend Australian Financial Services Licencee Wealthsure.  Why Wealthsure? Click Here

Need more detail?

• How We Help You Start Your Own Business and Get Qualified
• Helping You Grow Your Asset
• How to Get Time Out of Your Business
• How You Can Work Remotely and Still Get Your Work Done On Time
• Helping You Exit Your Business
• Summary of Services
• Contact Us

The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Partnercorp will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.