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Strategic Alliance

Introduction

Investment Partners is a boutique Investment Planning business that provides a wide range of services to private clients and Referral Partners.  Our business philosophy focuses on a holistic approach to Financial Planning and Investment, whilst maintaining a commitment to providing highly personalised service through professionalism and expertise.

Over the years, Investment Partners has developed a unique approach to providing superior service to our valued clients. This has been achieved through firstly, understanding our clients’ needs and how they want to be served, developing our people, processes and systems and working in conjunction with our clients’ other advisers (eg. Accountants, lawyers, financial planners, mortgage brokers insurance brokers) to develop the “right” “Investment Planning Solution tailored to the client’s unique circumstances and preferences. 

Through Investment Partners’ Strategic Partner Program, we are seeking to extend the scope of our business relationships to include:

  • Accountants
  • General Insurance Brokers
  • Lawyers
  • Life Insurance Brokers
  • Mortgage Brokers
  • Stockbrokers
  • Financial Advisers
  • Self Managed Superannuation Administration Companies

who are looking to shepherd their client by having a quality Investment Planning Referral ensuring that what they achieve in their own profession is not lost through either inappropriate financial planning advice or inadequate service.

This Program has been designed to be mutually beneficial to all parties concerned.

We believe that you will find our proposal for a strategic partnership an exciting and rewarding venture that will strengthen your relationship with your clients and contribute to your client value proposition by aligning yourself other quality, pre-vetted, quality professionals who you can trust.

Who Are We?

Investment Partners’ Strategic Partner Program is aimed at small-medium practices in the areas of:

  • Accountants
  • General Insurance Brokers
  • Lawyers
  • Life Insurance Brokers
  • Mortgage Brokers
  • Stockbrokers
  • Financial Advisers
  • Self Managed Superannuation Administration Companies

that service retail clients and small to medium-sized local businesses.

You have a loyal client base that respects your opinions and you are an influential figure in their financial affairs.  Nevertheless, new market entrants that offer services like yours, pose a threat to your current client base and you are concerned that you may lose clients to other players in industry.

You are happy to refer if there is a relationship based on high trust, respect and transparency which is underpinned by proven systems and processes that warrant the risk of your exposing your client to another service provider that you can’t control.   As such you may currently not have an Investment Planning Partner or, if you do, it is more a historical relationship or better the devil you know than the devil you don’t; in either case you can’t say that there is a 100% “fit” (relationship, strategic, operational, profit).

The Program

Investment Partners’ Strategic Partner Program enables you to work with a highly qualified Investment Planning team that does not threaten your client base.

Investment Partners recognises and respects your areas of expertise and the professional services you have to offer.

The proposed collaboration benefits all parties concerned, and helps to foster strong professional and client relationships over the long term.

The Benefits

You protect your client base by offering them access to value-added services with a professional team that you can trust and who does not have a conflict of interest.

You have peace of mind knowing that your clients are receiving pre-vetted quality financial planning services from experienced and unbiased Investment Advisers who have been chosen by you.

Facilitate the implementation of any agreed recommendations  in a “no hassle” client service orientated Firm.

You are assured of ongoing proactive and friendly communication between Investment Partners and yourself.

The recognition and increased credibility and client fulfillment by being the responsible party who has aligned your company with an amazing referral partner.

To learn more about the culture of Investment Partners and how this could work for you and your client base, please contact Lara Gomez on 1800 473 863 to arrange a meeting with one of our Senior Business Development Managers in the comfort of your office.