At wealthadvice we are proud to be able to offer more than financial planning services.  We consult to many businesses in:

• Investment research and consulting services

  • to large and small Australian Financial Services licensees including participating on investment committees, portfolio construction and management, investment product research, Approved Product List management

  • guidance on governance, corporate structures and compliance

  • overall market and economic communications,

  • managed account / SMA setup and portfolio management.

• Product design, creation, implementation and distribution for funds management organisations including traditional managed fund structures, ETFs, LICs and other listed entities

• Distribution strategies for funds management and administrative services including research ratings and APL inclusion

• Acquisition, merge and sale of businesses of all sizes in funds management and financial planning

• Business planning for financial planning practices

• Fintech and Regtech consulting

• Financial Services Education from Diploma to Masters level including curriculum construction, course material editing, setting and marking assessments, Course advisory and lecturing