Expert Consulting Solutions for Financial Planning Business Growth
About
our company
Advice Business Consulting was born in 2023 at the request of a number of Financial Planning Practices after my role as Practice Engagement & Growth Manager within a Financial Planning Licensee was made redundant.
I have spent two decades helping Financial Advice practices become better at what they do in many areas. Both in a PDM capacity and as a practice manager.
Practice Principals struggle to find time to work ON the business when they are so invested IN the business and generating income.
Not only can I assist to identify, prioritise & plan for this work, but where I differ is that I can assist to implement key deliverables to move your business in the right direction, to achieve your goals.
Industry Press articles
Money Management Magazine article
The evolving adviser-BDM relationship
24th June 2024
Money Management Magazine article
Is Xplan a ‘necessary evil’ for financial advisers?
18th February 2024
Money Management Magazine article
The cyber risks for self-licensed advice firms
Money Management Magazine article 4th December 2023:
The Burnout risk in mid tier advice firms
14th February 2024
4th December 2023
Our Services
$350 + GST per hour
Specific ‘jobs’ that need project management. E.g Creating referral relationships, software selection & transition. Website upgrade, on boarding and training new staff, on boarding a new acquisition, facilitation of training or offsites etc.
$40,000 + GST p.a (paid monthly)
3 hours per week (40 weeks per year). To be used at your discretion such as directors meetings, team meetings, 1:1 meetings, strategic consultation, implementation of initiatives, liason with key stakeholders, reporting.
$60,000 + GST p.a (paid monthly)
7 hours per week (40 weeks per year). To be used at your discretion such as directors meetings, team meetings, 1:1 meetings, strategic consultation, implementation of initiatives, liason with key stakeholders, reporting.
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Contact Us
Interested in working together? I would love to have a discussion with you about your business needs and how I can help. Please reach out via the detail below, or complete the fields to the right, advising the best days & times to call and I will be in touch. I look forward to connecting with you!
Privacy Policy
Advice Business Consulting Privacy Policy
Last updated: 1st July 2023
Advice Business Consultants (“we”, “our”, or “us”) values the privacy of our clients and website visitors (“you” or “your”). This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in compliance with Australian privacy laws. By engaging with our services or visiting our website, you agree to the terms and practices described in this policy.
1. Information We Collect
1.1 Personal Information
We may collect personal information from you, including but not limited to your name, contact details, job title, company name, and email address. We only collect personal information that is necessary for us to provide our services and to communicate with you effectively.
1.2 Website Usage Information
When you visit our website, we may automatically collect certain non-personal information about your visit, such as your IP address, browser type, operating system, referring website, and pages you viewed. This information is used to analyse trends, administer the website, and improve our services.
2. How We Use Your Information
2.1 Provision of Services
We use the personal information we collect to deliver our services to you, including scheduling appointments, communicating with you, and providing relevant information and resources.
2.2 Communication
We may use your personal information to send you newsletters, updates, and promotional materials related to our services. You have the option to opt-out of receiving such communications at any time by following the unsubscribe instructions provided in the email or contacting us directly.
2.3 Website Improvement
The non-personal information collected from your website visit is used to analyse trends, monitor the website’s performance, and improve our website’s content and functionality.
3. Information Sharing and Disclosure
3.1 Third-Party Service Providers
We may engage reputable third-party service providers to assist us in delivering our services effectively. These providers may have access to your personal information but are contractually bound to handle it in accordance with this Privacy Policy and applicable privacy laws.
3.2 Legal Obligations
We may disclose your personal information if required to do so by law or if we believe that such action is necessary to (a) comply with a legal obligation, (b) protect and defend our rights or property, (c) prevent or investigate possible wrongdoing in connection with our services, or (d) protect the personal safety of users of our services or the public.
4. Data Security
We are committed to safeguarding the security of your personal information. We implement reasonable administrative, technical, and physical measures to protect against unauthorised access, disclosure, alteration, or destruction of your personal information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
5. Your Rights and Choices
5.1 Access and Correction
You have the right to request access to the personal information we hold about you and to correct any inaccuracies. Please contact us using the information provided at the end of this Privacy Policy to make such requests.
5.2 Opt-Out
If you no longer wish to receive marketing communications from us, you can opt-out by following the instructions provided in our emails or by contacting us directly.
6. Links to Third-Party WebsitesOur website may contain links to third-party websites or resources. We are not responsible for the privacy practices or content of these third-party websites. We encourage you to review their respective privacy policies before providing any personal information.
7. Changes to this Privacy Policy
We reserve the right to update or modify this Privacy Policy at any time, and such changes will be effective upon posting the revised version on our website. We encourage you to review this Privacy Policy periodically.
8. Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact us using the following details:
Advice Business Consulting
Email: jaimie@advicebusinessconsulting.com.au
Phone: 0407 605 226
By engaging with our services or using our website, you acknowledge that you have read and understood this Privacy Policy and consent to the collection, use, and disclosure of your personal information as described herein.