Total Financial Solutions provides a comprehensive range of services, in-house or through our preferred services partner, allowing our Advisers to offer their clients best practice advice services, and operate their businesses with the highest level of professionalism.

Agreements & Transition Support

• Agreement structured to clarify your ownership of your clients and your business.
• A high level of expertise in transition management.
• Draft letters to clients.
• Well documented Transition checklist.
• Full induction for you and your team.
• First stationery order free for TFS branded advisers.
• Referral and JV agreements available.

Research

• Monthly updated Approved Product List.
• Research Committee made up of Advisers, key staff & external consultant.
• Monthly economic and market commentary from leading industry experts.
• Share & managed fund research.
• Model Portfolios.
• Access to external consultants and research houses.

Technical Support

• Access to outsourced technical team.
• Referral network of industry resources.
• Technical support is provided to all Authorised Representatives including regular technical updates and ready reckoners.

Business Acquisition & Succession Support

• Fully documented succession strategy (part or whole, staged or immediate).
• Assistance to assess potential acquisition and merger opportunities so you can grow your business.
• Sophisticated finance and equity arrangements to support business acquisition and succession opportunities

Commissions & Administration

• Sophisticated online commissions.
• Dealer Management Systems (DMS) software is utilized with next day delivery of commission data onto secure website.
• Fee for service and referral fee catered for.
• Group and individual statements for your business at your discretion.
• Electronic generation of RCTI and commission statements – 10th, 20th and 30th of the month.
• Adviser fees deducted from commissions as per Adviser agreements.

Software

• Range of approved software providers including XPlan, Proplanner, Coin & ADDATA.
• XPlan updates & support.
• Best practice systems and procedures that help you secure and set up new clients, and manage ongoing client relationships.

Compliance

• Industry leading compliance and Adviser support.
• Internal compliance committee, supported by external industry expertise.
• Online compliance practice manual.
• Professionally printed FSG plus electronic personalized Adviser insert.
• Quality templates for all disclosure documentation.

Corporate Governance

• Structured corporate governance administration.
• Independence through calling upon relevant autonomous industry leaders and external experts.
• Supplemented by the involvement of senior Total Financial Solutions management and Adviser participation.

PI Cover

• Blanket cover for all Advisers with automatic acceptance for most.
• Common due date for all Advisers.
• Margin lending & scheme coverage for approved products.

Training

• 18 month program of business and professional development days.
• Total Financial Solutions national conference held every 18 months.
• State based Adviser training and state based program for training of personal assistants and paraplanners.
• On-line training register with an annual training plan tailored to the needs of each Authorised Representative, with objectives and achievement dates.
• Live web update of PD points.

Practice Management

• Tailored practice management and succession planning.
• Referral network of business coaches.
• Assisting with the Adviser value proposition and practice fee structure.
• Working with Fund Managers to provide seminars to assist in the education of clients.
• Professional development program to support Advisers in meeting their continuing educational requirements and advance their professional expertise.

Paraplanning
Arrange outsourced paraplanning process at reasonable cost, including:

• standardised processing,
• documentation,
• plan preparation,
• strategy consultation,
• technical calculations.

Business Development

• Localised support from team of expert BDMs, utilizing a suite of practice management services and tools.
• BDMs assist practices in operational and strategic improvement, coaching and advice in various performance and skill development areas.
• Individual business development emphasis.
• Assisting with strategies to build client bases including client segmentation, communication and education.

Marketing

• Assistance with PR, sponsorship and advertising.
• Event support including merchandise & publicity.
• Tailored design assistance including logo, marketing materials, general branding.
• Guidance on developing or enhancing your website.