Ready to launch
Got your boarding pass for success? Let’s get set for take-off and launch your firm.
Buckle up; it's time for take-off
It’s the moment you’ve been waiting for: you’re about to launch your financial services business. Go you! Your career has built up to this moment and it’s an exciting time, but hold on to your seats, because before you take off, you’re going to want to go through your pre-flight checks.
We’ll be your co-pilot, flying the same course. You may only get one crack at doing this successfully, so we’ll ensure you don’t miss the mark. We bring order to the madness and set the stage for something truly special.
Their philosophy of "culture before cash" and genuine desire to make sure that business owners get the best possible fit and overall deal means I recommend them highly.
Dominic Rose
Ben took the time to listen, understand what we wanted to achieve and provide insight from his years of experience. I feel comfortable that we are being guided by someone who knows what they are doing and, more importantly, listens to what we want and does what he says he’ll do.
Pete Summerbee
Training & Competence Manager
Vicki and the team provided first-class support when we were purchasing a business. They have a great ability to see the commerciality and be open in their dealings with clients. This is very welcome at what is a stressful time, whether you are selling or buying a business.”
Helen Gott
Rachael was a great support in the identification and recruitment of financial planning talent. She understood the market and took time to understand the calibre of individuals I was looking for.
John Hill
I felt completely safe in Rachael’s hands and was very pleased with the introductions that were made. I’m pleased to say that this led to a successful placement. Thank you, Rachael.
Gemma Oliver
We had a great experience working with Ben and Izzy on strategic marketing workshops. They were a huge support from start to finish, thanks to their talented facilitation and organisational skills. Their knowledge and understanding of the financial planning profession was a big bonus too.
Debbie Brindley
Marketing Manager
We're your
navigators!
Say 'elo
We’ve got our thinking caps on and we’re ready to mingle.
