Our Associates
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B2P MentoringWe offer a Professional Coaching and Mentoring Service for New and Existing Financial Advisers. B2P Mentoring provides support to financial advisers by helping to bridge the gap between formal training and commercial application of skills. B2P Mentoring has a range of key programs to help both new and existing financial advisers: For more information on our financial planning training programs visit our website http://www.b2p.com.au/programs.php |
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SYNCRMSYNCRM is a privately owned Australian company that was established by a financial planner out of frustration with incumbent financial planning software. |
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HNW Group Pty LtdHNW Group Holdings have brought together HNW Planning and B2P Mentoring to provide Mortgage Brokers, Accountants and Existing Financial Planners with a complete solution for becoming a better Financial Planner. http://www.hnwgroup.com.au |
Key Suppliers
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Keep It Simple SuperKeep It Simple Super is an award winning independent provider of SMSF support services to accountants and financial advisors. We guarantee to make your life easier with a simple, proven SMSF service offering that takes away your burden and gives you real "money in the bank" value. If you are an accountant or financial advisor who wants to free themselves of the burden of SMSF compliance work altogether – then our Full Service is for you. If you are an accountant or financial advisor who just wants an SMSF provider to complement your current service offering – then our Expert Resourcing Service is for you. http://www.keepitsimplesuper.com.au |
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http://www.tenzingproperty.com.au |
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G2PropertyG2 is an Investment Property marketing company that specialize is the sourcing and selling of new property suited to the investment buyer through our associate program. We source Investment Property Australia wide, primarily for the clients of Mortgage Finance Specialists, Financial Planners and Accountants. With a Financial Planning, Banking and Mortgage Management background our Stock selection Process will ensure an equitable position from day one. Our secure Property Portal allows you to log in and gather all the relevant information you and your clients need to make an informed decision. http://www.g2pm.com.au |
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SMSF Outsource SolutionsOur goal is to add value to your firm while providing peace of mind that your SMSF audits are truly independent. With over 15 years' experience in the SMSF audit industry, you can be rest assured that you will benefit from our extensive knowledge in Self-Managed Super Fund compliance. http://www.superfundauditors.com.au |