|
Franchise Opportunities
Why Elders Financial Planning
Ideal for succession planning
Release of capital but not control
Attractive entry cost
Unique dealer/franchise structure
Own and operate your own business
National dealer group with ASX 200 backing
Rapidly growing financial services group
Unique cross selling and lead generation opportunities
Elders Financial Planning is on the move and is always looking to recruit high quality Financial Planning practices and Financial Planners to join our growing team across metropolitan and regional Australia.
Facilitating your succession plans
Elders Financial Planning offers one of the most unique and exciting opportunities in the financial planning industry. Our financial planning franchise model has been developed to specifically address the important issue affecting many Financial Planning practices … succession planning.
If you are currently experiencing any one of the following succession planning dilemmas, then Elders Financial Planning may be able to assist:
You need to release capital from your business but you don’t want to lose the day to day control and management responsibility
You plan to sell your business to your identified successors but they do not have the funds available to undertake such an acquisition
You want to stage an exit from your current business ownership and “sell your book”
You are an aspiring small business owner who requires a business partner that can assist with investment to further grow your business through acquisition
The strength of Elders
Elders has been operating in Australia since 1839 and is a highly respected and powerful brand, with over 300 offices across rural, regional and metropolitan Australia. Elders is renowned for its client centric culture with many relationships dating back over several generations. The trust that our customers place in our iconic Australian brand means that finding the right people to represent us is critical.
When you are an Advisor with Elders Financial Planning, you have the security of being supported by an ASX top 200 company, Futuris Corporation Limited as well as the strategic focus of the Elders Financial Services Group in growing its financial planning, general insurance and banking arms.
Our Dealer Group
Our unique franchise model requires a shared investment in your business which means that Elders Financial Planning is focussed on assisting you to meet mutually agreed business goals that benefit both parties. Mutual success is one of the foundations of our model and as such, we provide extensive assistance to our Advisor network in the form of marketing support, compliance, paraplanning services, Advisor software (visiplan), commissions monitoring (DMS online) and ongoing professional development. Importantly we also provide sophisticated practice development tools and our state managers will work closely with you to ensure that these tools yield the desired results. Annual business planning and ongoing performance monitoring is a key tenant of our approach.
Products and Platforms
Elders Financial Planning is committed to ensuring that our valued customers receive the best possible advice and service. As such we have a broad but not unlimited range of risk insurance products and investment platforms and funds available to our Advisors.
A smooth process
Often the hardest stage in succession planning is enabling the transition. At Elders Financial Planning we have expertise in all steps of the transition process. For more information please click here.
Your move
If you are a self motivated highly driven individual or business wanting to partner with a group that is also focussed on your success then we would like to talk to you. Please call or email your State Sales Manager to arrange a suitable time to meet. All queries will be treated with the utmost confidentiality.
State Sales Managers:
SA / VIC / TAS – David Woodcock – 0439 853390 - david.woodcock@elders.com.au
QLD / NSW – Dianne Charman – 0409 835390 - dianne.charman@elders.com.au
WA – Les Hayward – 0488 915315 - les.hayward@elders.com.au
|
