We offer you and your team direct and ongoing business support. Your first point of contact will be your dedicated Practice Development Manager, who will work with you one-on-one to help you grow and develop your business.


From your first meeting with your Financial Wisdom Practice Development Manager, we’ll take the time to understand your unique business needs and goals. By finding out where you see the future of your practice, we’ll be able to provide the tools and expertise to help you get there. We’ll also encourage you to think about your vision and values, so we can help you create a client value proposition that sets your business apart. Next, we’ll help you map out and implement a plan for the next stage of your professional journey.


We’ll guide you through our back-end support services and explain how they can benefit your business. Then, we’ll outline how we can help you with everything from strategic planning and business growth, to recruitment and succession management. From the outset, we’ll give you an insider’s look into what it’s like to be a Financial Wisdom adviser – with opportunities to visit our head office, a Financial Wisdom practice and an adviser peer group. We’ll also have open and honest conversations with you about our fees, software and licensee obligations.



When you decide to join the Financial Wisdom family, we’ll put together a proposal for your practice. Next, we’ll work with you to map out a clear transition path, so you know exactly what to expect. We’ll also discuss any capability gaps to ensure we cover all additional requirements in your transition plan.

If you have any questions or concerns, we can discuss these in detail – so you’ll have complete confidence in the process and the outcome.


Your transition to Financial Wisdom is the first step towards building a rewarding and long-lasting relationship with us. We will guide you through your transition plan, ensuring you have the right level of support every step of the way.

We have an extensive training opportunities available to support the growth of your business. As well as sharing our proven methods for generating referrals from your existing clients, we can introduce you to potential referral partners to help build and strengthen your professional networks. We’ll welcome you to the family and make sure you’re ready for your future as a Financial Wisdom adviser.