Revenue potential

Members have the ability to develop multiple income streams within their financial planning business, depending on the range of services they provide to their clients, as well as receiving many other benefits. The key elements of our remuneration model are:

Up to 100% income split
Under our model, Members can retain up to 100% of initial and ongoing advice fees they charge to clients via our approved platforms.
Fee waivers and cash rebates
As our Members build their businesses to specified levels, progressively the annual fee is waived and increasing cash rebates are paid on an annual basis.

Calculate your $ potential
Utilise the revenue potential calculator to help determine the potential within your firm.

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