Peter Thompson reports: “HFA continues to deliver on our promise”.

One of the emerging AFSL’s, Hejaz Financial Advisers’ (HFA) reports on its rapid advancement in recruitment, and service provisions to its advisers.

Peter Thompson, Head of Advice Distribution at HFA says, “2023 has seen our AFSL continue to go from strength to strength as advisers seek an alternative to medium to large dealer groups”.

He adds, “Already, two businesses have transferred to our AFSL this year with a seamless process supported by our team of experienced professionals. They were both amazed by how we were able to transfer their clients, income streams, access our adviser portal, and importantly, welcome them to the broader team of advisers within our network”.

Bronson Yau of Uncharted Wealth switched to HFA last year and couldn’t be happier. Read Bronson’s glowing testimonial here.

Peter went on, “Like any industry, the financial services industry can be competitive and challenging, and HFA strives to provide the best possible service to its advisers.”

The mid-range terrain of AFSL’s is highly competitive with larger institutions shedding AR’s quite substantially for more agile and modern operations like HFA.

Peter continued, “Our advisers benefit from regular practice management sessions on topics requested by our adviser community, a practical approach to advice documentation and access to market research, amongst other things. In conjunction with our lower quartile fees, our upper quartile service makes our solution quite compelling”.

For advisers who are not 100% satisfied with the current AFSL, Peter suggests you read the realistic comments of Sam Tabit here.

Peter says, “Our advisers continue to be our greatest advocates which speaks volumes for the AFSL we are striving to become.”

For more information and a confidential chat about your future please give Peter a call today or fill in the form below. He is ready to listen.