Dealer Group Model - Spring Financial Group

Welcome to Spring Financial Group and welcome to a fresh approach to the traditional dealer group model.

To find out more schedule a confidential discussion today.
Book Now Download NDA

A fresh approach to dealer group services

We understand that there is a growing market demand for dealer groups to add real value to help advisers and brokers diversify their service offering and increase their revenue streams. Our dealer group model can help you do exactly that, schedule a confidential discussion today to learn more about our program.

Alternatively you can download a copy of our NDA and complete and return it directly to or national administration manager, Katie Martin on katie.martin@springFG.com. Or email Katie your details so we can contact you. At all times our discussions will remain confidential.

In the meantime here’s why we call it a fresh approach.

Our unique, centralised team-based approach to advice and service delivery presents an ideal platform for both individual advisers and brokers, as well as multi-practitioner firms who are looking to grow their practices and broaden their client offerings and revenue streams.

We have a depth and breadth of advice, dealing, education and support capabilities and experience to add value to even the most established advisers and brokers. And our track record of success in graduate and new-entrant recruitment and training makes us an obvious choice for those seeking entry to the industry.

Our client recruitment programs and suite of consumer and adviser educational programs are second-to-none. Our dealer group program enables you to leverage our services and capabilities to grow your practice but to retain and build your own branding and profile. That said we also offer a pathway to fully-branded offering through franchising and even practice buyout.

Our services include everything you would expect.

The critical base services include; compliance and education; approved product list management; and professional indemnity insurance cover.
But they go much further than that with extensive tailored programs, enabling advisers and brokers to access those services most relevant to their specific needs including:

  • Strategic and specialist paraplanning services and support
  • Specialist personal insurance advice, processing and claims handling services
  • Mortgage and finance advice, brokerage and loans processing services
  • Estate planning services and support
  • Specialist property investment advice and portfolio construction
  • Specialist SMSF advice and support
  • Personal and business tax and accounting services
  • Staff recruitment and training

Our program will help you deliver value.

Don’t delay, contact us today to find out how a tailored program can help you broaden your client offering and revenue stream.
Contact us

We understand that there is a growing market demand for dealer groups to add real value to help advisers and brokers grow through:

  • diversifying and broadening their services and revenue opportunities
  • providing better opportunities to both enter and exit the industry

 


Our practice growth and succession planning programs include:

  • adviser and broker recruitment and training services
  • a unique succession-planning and practice-buyout program for select advisers and practices

Welcome to Spring Financial Group and welcome to a fresh approach to the traditional dealer group model.

Locations:

Sydney Head Office:

Level 11, 95 Pitt St

Sydney NSW 2000

T: 02 9248 0422


Melbourne Office:

Ground Floor, 99 King St

Melbourne VIC 3000

T: 03 9248 6001


Brisbane Office:

Level 36, Riparian Plaza

71 Eagle Street

Brisbane QLD 4000

T: 07 3121 3189


Canberra:

Level 9, New-Acton Nishi

Canberra ACT 2601

T 02 6243 3628

Contact us

To find out more schedule a confidential discussion today.