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Business Consulting




At wealthadvice we are proud to be able to offer more than financial planning services.  We consult to many businesses in:


  • Investment research and consulting services

    • to large and small Australian Financial Services licensees including participating on investment committees, portfolio construction and management, investment product research, Approved Product List management

    • guidance on governance, corporate structures and compliance

    • overall market and economic communications,

    • managed account / SMA setup and portfolio management.

  • Product design, creation, implementation and distribution for funds management organisations including traditional managed fund structures, ETFs, LICs and other listed entities

  • Distribution strategies for funds management and administrative services including research ratings and APL inclusion

  • Acquisition, merge and sale of businesses of all sizes in funds management and financial planning

  • Business planning for financial planning practices

  • Fintech and Regtech consulting

  • Financial Services Education from Diploma to Masters level including curriculum construction, course material editing, setting and marking assessments, Course advisory and lecturing

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