Financial Planning
Comprehensive licensee services
Astute provides you with the best of both worlds – access to a supportive business growth model plus the strength of a large scale licensee to provide core services through Alliance Wealth.
Astute provides you with the best of both worlds – access to a supportive business growth model․․․
Network of high-performing financial planners
Join a collaborative, growth-focused community of professionals.
Join a collaborative, growth-focused community of professionals. Gain valuable insights into the success of other practices in a supportive environment when sharing and learning is encouraged.
Specialised practice development support
Access tools, training and coaching to grow your business.
Access tools, training and coaching to grow your business. Supported by a dedicated Practice Manager, you can continue to grow your business knowing you have a person who is available help when required.
Advanced Technology Platform
Astute, through its partnership with Alliance Wealth, provides leading edge business intelligence tools․․․
Astute, through its partnership with Alliance Wealth, provides leading edge business intelligence tools that are relevant to your business and benchmarked against your peers. Leading Edge Technology includes:
• Enhanced version of Xplan (Compass), with dedicated support team
• Centrepoint. AI
• Centrepoint Connect
• Centrepoint Exchange
What You Get With Astute
Business coaching
Customised coaching designed to support your financial planning business.
Marketing support
Access custom marketing materials & professional development programs.
Recognition & development
Ongoing member recognition programs & access to professional development.
Pathways to Diversification
Refer clients to trusted specialists within the Astute network
Recruit financial experts into your own team
Create a new business unit under your existing structure
Let’s build something bigger, together
Whether you’re looking to level up your existing finance business or break out from the banking sector and start your own, we’re here to help you make it happen, with the support, structure, and systems that scale with you.
