Welcome to Spring Financial Group and welcome to a fresh approach to the traditional dealer group model.
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, operated by our wholly-owned subsidiary, Wealth Today Pty Ltd can help you do exactly that.
To schedule a confidential discussion today to learn more about our programs contact Chris Kelesis at our Sydney office, or Janette Kelley, who heads our West Coast operations and is head of adviser support with Wealth Today.
Alternatively, you can download a copy of our NDA and complete and return it directly to our national administration manager, Anne Larrass on anne.larrass@springfg.com. Or email Anne 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 services include everything you would expect.
The critical base services include; compliance and education; approved product list management; and professional indemnity insurance cover.
- 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 usWe 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
Perth Office:
Level 1, 144 Northwood St
West Leederville WA 6007
T: 08 9388 4760
Brisbane Office:
Level 36, Riparian Plaza
71 Eagle St
Brisbane QLD 4000
T: 07 3121 3189
Canberra Office:
Level 9, New-Acton Nishi
Canberra ACT 2601
T 02 6243 3628