Just like a good financial plan, there’s no one-size-fits-all approach when it comes to building your business.

So when you partner with Elders Financial Planning, you’ll discover that we don’t take a cookie-cutter approach to your business. ¬†We take time to learn about you and your hopes and dreams for the future.

We’ll work with you to create a value proposition that truly reflects the unique nature of your business and meets the needs of your ideal clients.

We’ll help you develop a pricing model that reflects the true value that you provide to your clients.

To make this happen we’ll spend time with you helping you build robust workflows and processes that enable your business to deliver on your promise to clients.

Our practice development team consists of experts in their fields, all of who can help you build the business of your dreams.

We’ve worked as financial planners ourselves, so we understand what it’s like to have the responsibilities of running a business on your shoulders.

You will have access to resources that will help you build a world-class financial planning business. And if we don’t offer it ourselves, we are usually able to refer you to a third part who will have what you are looking for.

At Elders Financial Planning we don’t tell you how to run your business but instead we work with you to turn your dreams into reality.

An authorisation to suit you

At Elders Financial Planning we offer a range of authorisations to suit Adviser requirements and accreditations so that you can concentrate on providing high quality financial advice for your clients.

Our Premium authorisation provides a wide range of product solutions and the flexibility to meet your client’s needs.

Specialist accreditation

We also offer specialist accreditations for:

  • SMSF
  • Equities and ETFs
  • Margin Lending and Gearing
  • Aged Care

Our Risk only specialist authorisation allows you to provide comprehensive personal risk insurance advice with the potential of accessing our open approved product list of providers.

Our Customised Approach PDF
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If you are interested in learning more about Our Customised Approach
please call 1800 060 741
to find out more