Paraplanning is outsourced to accredited individuals, offering an approved cost effective service, for expediency and a systemised approach that is compliant and designed to meet your clients needs.
Nobody likes to think about it, but it’s inevitable that one day you will leave your business. Whether you decide to sell up, retire or have to leave due to health reasons, it’s important that you plan for that day. A succession, or exit plan outlines who will take over your business when you leave.
A good succession plan enables a smooth transition with less likelihood of disruption to operations. By planning your exit well in advance you can maximise the value of your business and enable it to meet future needs.
Make sure your succession plan is attainable – set a realistic timetable and measurable milestones along the way and stick to them.
At NextGen Financial Group we encourage you to plan for you succession and work with our practices to assist in the development and growth of their organisation and finally assist in the succession strategy.
When joining one of the first thing we do is look to ‘start our relationship with the end in mind’.
If you are considering a future in financial services and you need an appropriate course that is specifically focused on the skills necessary to have a competitive edge, NextGen Financial Group and its aligned relationships may be able to assist you and provide you a pathway for future success.
Our aligned Registered Training Organisation’s (RTO) are qualified to introduce you a compliant course and provide you with everything you need as you start out on the road to becoming an Authorised Representative.
Not only do you end up with the qualifications you need, you have access to expert tutoring and the support you need throughout the course to make the online learning experience rewarding.
At NextGen Financial Group, we will assist both new entrants to the industry who want to become an adviser, as well as existing adviser who are looking at continuing their careers within the industry.
FOR NEW ENTRANTS TO THE FINANCIAL PLANNING INDUSTRY
For anyone who is looking to become a “New Entrant” as a financial adviser to the financial planning industry we have a specific Professional Year Development Plan to assist you in meeting the Financial Advisers Standards and Ethics Authority ongoing business and continuous training requirements. This Professional Year plan will assist you with each step of your professional development. Internal training course and training plans are also developed to assist you to meet these professional requirements.