A well established, reputable, holistic and independent Sydney CBD firm of 20+ years is looking to grow its client base and establish new long-term relationships with a quality group of clients. We are in the people business and our average client tenure is over 12 years.
Description of client base that would be ideal
- Revenue of between $400k and $1.5m
- Averages fees from $6k to $20k p.a.
- Holistic scope of advice
- Any degree of complexity welcome
- Investable assets above $1m on average (current clients range between $500k and $100m)
- Ages 35 – 65
Deal information
- Our firm has no debt and a strong balance sheet with capital on call to execute a deal quickly
- Well experienced with client transitions, communications and ensuring clients are looked after. We have a dedicated management team who run projects professionally and effectively without trying to wear the hat of an Adviser as well.
Firm culture, capabilities and attitude
- Independently owned and self-licensed
- Consistent founder/owner for last 20 years
- Sydney CBD office with mostly Sydney clients
- Team of 17
- Strong ethical foundation
- Great at understanding who clients really are, what they want from their life and what can help them get there
- Investment Committee with four external members with vast experience
- Look after both retail and wholesale clients
- External Advisory Board Chair who also serves as the Chairman of various well known large and public organisations
- Experience with Macquarie and Netwealth platforms
- Extremely thorough advice process that is free from any bias towards any products – for example we complete Xtools+ modelling for every client at every meeting (at least every 6 months)
- Can handle the most complex of client situations (any degree of entity structures, tax issues)
- At the very top of cyber security protection for clients – we have had two external audits in the last 24 months and engage an expert permanently
- We care that they will be ok beyond just their financial worlds
- Cutting edge technology stack and infrastructure to ensure clients are well cared for and the team can serve people well.
For more information, please register your interest by filling in the form here. Or call Jim Prigg on 0408 520 453 or drop him a line at jim@knowledgemaster.com.au.