Our compliance culture is firm, but practical. Advisers are accredited according to the product suite they offer and adhere to a tailored training program agreed from the outset of joining us. We attempt to be commercial regarding compliance, following rigid rules, but guiding and working with practices in managing, implementing, and responding to industry and market change. Our objective is to “stand alongside you and be there to support you”.

Professional Development starts with Induction Training on or before your appointment, alongside an individual training plan. Our ongoing Professional Development includes state-based PD Days, tailored sessions aimed at individual needs and an annual National Conference. We back up our training with Kaplan on-line. Tailored practice development is the hallmark of NextGen and our prime objective is to assist practice principals build and grow their businesses.

We have all our templates coded and operational on Xplan, Adviser logic and Plutosoft. Advisers can choose between either applications, and we subsidise the cost as per our Adviser Terms package. Software Technical Support is an important area and is provided through contractual external relationships and internal support.

We cover an extensive product and service range and embrace an open architecture. We don’t mandate product nor investment platforms. Provided Authorised Representatives operate within the Approved Product List (APL) they are free to promote whatever is in their client’s best interest. Our APL is updated quarterly and rated according to external independent research.