Holistic Financial Planners Required

With the iPraxis Group

Offer your clients a complete holistic service you know they are looking for.

iPraxis Group offers significant opportunity for the right financial planners seeking the support of their licensee to grow and develop a strong practice with a holistic approach. iPraxis Group uses a unique process and cutting edge technology that clients expect from today's wealth management and accounting team.

Our vision is very simple…

Our Groups amazing growth is due to the experience gained working with many other large financial service groups that focus on building their sales or brand and didn’t deliver a process that focused on building strong client relationships without the brand product sales for company profit.

Reasons to select iPraxis Group as your business partner?

1. Choices across for your practice

2. Marketing that hits your local area

3. Accounting & other professional arrangements services

4. Real Practice Development

5. Lead Generation and Referral

6. Structured Referral Program

7. Succession Planning

8. Low hourly rate Paraplanning service including Insurance quoting / from fund research

9. Extensive Recommended List

10. Weekly Commission Payments

11. Low cost Professional Indemnity

12. Simple Online Training Programs – Education and Personal Development

13. Ongoing Research

14. Ownership of your Clients and control

15. Simple Compliance Systems

We are committed to developing long term relationships with the members of our group and our support has been specifically designed to client’s expectation and our member’s requests. If you find yourself in this situation like we were iPraxis Group is your answer.

If you;

• do not have access to the types and variety of products your clients expect;

• do not have access to the management; to discuss your issues as they happen

• would like to be able to discuss ideas and issues with other planners and share costs

• would prefer to be with a boutique group that is on your level and faces your problems with you

Then iPraxis Group is what you’re looking for. iPraxis Group aims to grow its worth by recruiting quality planners that want to deliver the best holistic advice and services to their clients, it’s that simple, iPraxis Group make it efficient with technology and local marketing.

New Advisers

If you are looking to go into private practice but are concerned about:

• where you will find your clients

• how much you are likely to earn in your first twelve months

• the costs of setting up your practice

• want to learn from a team that is there to educate and pass on industry knowledge in a mentor programme

• receive referral revenue from accounting services, insurance, lending, property services

iPraxis Group has practices across Australia, we can place you with a senior planner for as long as you like or support you going it along. Each new Planner will receive a business plan, including making agreements with our member accountants, real estate agents, and other referral networks.

iPraxis Group also has education available for you with all the major product providers and access to free ongoing training and support. Investing in our member’s knowledge leads to the growth of our brand as Holistic Pure Advice Processing

Growing Practices

If you;

• have excess capacity which can be addressed by getting in front of more clients;

• would like to bring in another a planner or employ support staff

• have reached the level where you are working hard but are not growing the same rate

• want to move from being a planner to a business owner or part of an AFS Licence

• want to increase the capital value of your business

• receive referral revenue from accounting services, general insurance, lending, legal

Then our marketing and practice management experience will be very beneficial.
iPraxis Group can provide you with a referral service business program to increase the value of your practice, putting you on track to make the transition from practitioner to a true business owner like many of our planners.

Mature Practices

If you;

• are looking to maximise the capital value of your practice;

• are looking to implement a succession program;

• are dealing with clients you would prefer not to deal with and send to younger planner

• cannot find the time to put in place the systems that will make your business life easier;

• would like to move to being more of a business manager with the top 20% of your clients

iPraxis Group is offering you the answer, firstly a transition plan from your current AFS Licensee to the iPraxis Group. This has been feared in our industry but is now very simple and can be done without much effort; we have successfully most of the majors (AMP, NAB, Westpac, Wealth Sure, CBA, Spectrum Wealth, Retire Invest, Count Financial and many more.

We can place a planner with your practice to work under you, grow into your shoes on the smaller clients, gain referrals and build a business they can call their own - while you look after the top 20% and enjoy your day with less stress.

Call us 1300882456.