How do you accelerate your business when you’re already so focused on helping your clients grow? With the right AFSL partner you can do both.
National Planning Partners is the specialist Dealer Group you’re looking for to sustainably scale your own company. As a trusted boutique Australian Financial Services licensee, we provide the expertise, premium products and practical support to drive your firm forward and help achieve your business development targets.
Highly respected by financial service industry peers for our meticulous, dedicated, and values-driven culture, we’re here to invest our AFSL skills, knowledge, and services in your business.
Together, we will take your firm further.
Asset analysis, developing wealth distribution strategies, creating trusts, business succession planning, probate reduction strategies and more.
Regulatory guidance, policy development, training and education, monitoring and auditing, ethical considerations, reporting and more.
Risk identification, assessment, measurement, mitigation, stress testing, governance and oversight, reporting and more.
Market, economic, industry and company analysis, asset valuation, quantitative analysis, ESG awareness, investment strategy development, performance monitoring and more.
We also provide paraplanning, financial marketing, and office rental for a full-stack solution.
We provide your business with the most appropriate insurance options to ensure you are thoroughly protected against any claims.
Regulatory guidance, policy development, training and education, monitoring and auditing, ethical considerations, reporting and more.
Risk identification, assessment, measurement, mitigation, stress testing, governance and oversight, reporting and more.
Market, economic, industry and company analysis, asset valuation, quantitative analysis, ESG awareness, investment strategy development, performance monitoring and more.
We provide your business with the most appropriate insurance options to ensure you are thoroughly protected against any claims.
We also provide paraplanning, financial marketing, and office rental for a full-stack solution.
We also provide paraplanning, financial marketing, and office rental for a full-stack solution.
Access to the most advanced industry software and tools saves time and reduces the risk of human error. It’s that simple. And more time is the single most effective solution to your business growth; with more time, everything is achievable.
Access and create advice templates, systems and workflows that provide a robust, compliant backbone across all operations. Draw on our in-house team’s knowledge and experience - consider us your counsel safety net.
A combination of in-house experts and outsourced specialists in their field ensures we have an agile, responsive team ready to assist. Onboarding, troubleshooting, ongoing training, professional development and management sessions; we’ve got your back.
We don’t just talk the talk. The team supporting you is the same team that successfully achieved our AFSL status. When we say we know what we’re doing, trust us. We know it inside and out.
Our experienced investment team pours over the latest Morningstar and Lonsec research. Fully independent, we delve into the laborious, crucial details and extract the essential, game-changing data your client demands.
Being an independent boutique AFSL firm, we have the freedom to shape a positive culture that thrives on compliance, regulation and ethical conduct yet also champions skill sharing, collaboration and innovation.
