OUR MISSION

Everyday we strive to develop professional advisers and guide them towards building best practice businesses they’re proud of.

OUR VISION

Through our resilience, care and commitment to exceed customer expectations, we will become Australia’s leading Financial Services Licensee.

OUR VALUES

Honesty
Integrity
Trustworthiness
Ethics
Respect

What Makes Us Different

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OPEN ARCHITECTURE

The FinancialLink Group does not mandate products, platforms and services. Advisers select whatever is in the best interest of their clients.

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TAILORED DEVELOPMENT

Management have over 100 years collective industry experience and all key staff are qualified by education and industry experience. Advisers are invited to participate in tailored practice development programs designed to generate business growth, improve efficiency and increase profit/practice value.

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TECHNOLOGY FOCUS

We embrace technology and understand the importance of how state of the art systems and processes assist in generating leads, refining results and achieving outcomes. We utilise proven, reliable and functionally driven software and IT resources. Chosen technology is innovative, flexible and has capacity for scale, this is in line with the growth plans of the Group.

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CUSTOMER SERVICE

The FinancialLink Group prides itself on its customer service ethic and application. As such, The FinancialLink Group staff avail themselves to provide a high level service experience to clients at all times. Staff are often on-hand to provide assistance to clients outside of the norm.

Advantages to Clients:

Each subsidiary operates as an entity in their own right, however, the Group has the unique flexibility to enable the entities to act as ‘One’, thereby injecting, knowledge, experience and a special form of “uniqueness” into the ‘One’ operation. We like to refer to this uniqueness as “Cross Pollination” whereby infusing fertility, vigour, growth, service and advice into any given project “at hand”.

Attraction to Authorised Representatives:

We are well aware of the issues that an authorised representative encounters in operating an Advisory Practiceor Mortgage Brokerage.

We are across the day to day developments and regulatory guidelines that require immediate attention. We have attempted to address those issues and provide Authorised Representatives with comprehensive procedural manuals, associated templates and ongoing training to support and guide you in meeting your legislative obligations.

We are dedicated to helping you achieve your ultimate business desire – to have a sustainable business in any market condition, to flourish as a practice or business with the support of a group that provides a seamless system for you to operate and ultimately create an experience for your clients that is ‘second to none’. We are well positioned to develop professional advisers and guide them towards building best practice businesses they’re proud of.

THE BENEFITS

When comparing our capabilities to that of competitors, the benefits of choosing The FinancialLink Group
are:

  • A dynamic, agile full-service business model
  • A business model that provides internal cross-selling solutions
  • A professional culture that promotes individual commercial success
  • Pro-active support, efficient service and reliable infrastructure
  • Compliance which includes a State of the Art 3rd party auditing system
  • Management and staff experience
  • Strong and established external relationships (i.e. preferred partners and others)
  • A flexible ‘friendly’ attitude to meeting the needs of financial service/product providers
  • Adherence to industry best practice and compliance standards
  • Commissions paid weekly
  • Increase in bottom-line revenue
  • Client attraction / retention
  • Proactive coaching, training and Education
  • Business and Succession Planning
  • Advice ‘outside the box’
  • Potential Acquisition and Succession Funding
  • Equity Participation Program