ADX Financial Planning, Sullivans Financial Strategies, and self-licensed group Hado Investments have all signed with Premium in the last month.
Premium’s head of practice development Justin Viney said all are accountancy practices keen to grow their financial advice offering within their tax practice.
“These welcome additions to our group, which now has more than $2 billion in funds under advice, show that our iPremium offer is resonating with accountancy firms looking for a flexible and professional licensing solution.”
“Joining the Premium Wealth stable enables specialist practices to grow their financial planning division with a proven structure that provides step-by-step support.”
Mr Viney said the response from accountants to the group's iPremium licensing offer has been excellent with a solid pipeline of practices currently looking to sign up.
Premium Wealth now has three license options – SMSF advice license, iPremium and the traditional Premium offer for large and mature practices.
“We believe the license changes for accountants represents a new opportunity for them to build a value-adding service for their tax/accounting clients as well as increasing the value of their practice,” Mr Viney said.
John Sullivan, director and founder at Sullivans Financial Strategies said he looked at several dealer groups in the market and that in his opinion, the Premium offer is the best for accountants keen to build a financial planning division.
“Premium Wealth Management knows the value accountants can bring in providing quality financial advice to their clients and have built their offer around this understanding,” Mr Sullivan said.
Are you thinking of expanding your offering into SMSFs to grow your client base? Become a pro at SMSF fundamentals and make your clients bulletproof with the SMSF Foundations course. Learn directly from Aaron Dunn from Smarter SMSF as he deep-dives into the fundamentals you need to know to successfully undertake your work as an SMSF practitioner. Earn up to 21 CPD hours! Learn more