National Planning Partners

Trust our partners to plan your firm’s success
If your firm wants to scale sustainably as quickly as possible without crushing fees, you need to join a progressive boutique AFSL or Dealer Group. National Planning Partners delivers best practice services with all the trimmings and security of a larger dealer group or AFSL, minus the steep overheads.

We don’t just say we’re partners committed to your success. We give you the tools, knowledge, support and affordable cost structure that show our intent is genuine.

Together, we will take your firm further.

Professional Group or AFSL Services

Privately owned, independent AFSL licensee helping Australian financial firms scale for success.

Where Ethics Meets Excellence - About Us

Compliance, collaboration and empowerment form the bedrock of National Planning Partner’s culture. For three decades, we have optimised the skills and knowledge to deliver you industry-best results, but it’s the transparent and cooperative process we take that sets us apart from competitors.

Why Partner With Us

You want the best without breaking the budget, otherwise, this whole exercise is counter-intuitive. National Planning Partners understands that cost is central to everything. It’s why we deliver a full-stack solution without the financial stretch. 
  • Compliance and sound ethics are integral to everything we do - it’s our start default mode.
  • Tap into our powerful community of highly skilled financial specialists.
  • Be part of a positive culture fostering development, growth and empowerment.
  • Take advantage of cutting-edge financial software and tools.
  • Benefit from regular in-house training, including invaluable management sessions.
  • Fastidious - we examine, analyse and consider every element of our work.
  • Affordability - we understand the financial realities of running an advisory firm.
  • Induction and CPD training - we seek to develop your team at every opportunity.
  • Professional indemnity insurance

Why Partner With Us

You want the best without breaking the budget, otherwise, this whole exercise is counter-intuitive. National Planning Partners understands that cost is central to everything. It’s why we deliver a full-stack solution without the financial stretch. 

Join Our Dealer Group

Get ahead with AFSL financial services and support you can trust and rely on. Connect with our team today and enquire about becoming part of our empowering culture and community.

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