Attract more clients with a new value proposition for a new era
Contact us to find out how to...
  • Differentiate your value proposition by offering a personalised portfolio service instead of a product placement service
  • Deliver a consistent and repeatable client engagement experience that is both valued and recommended by your clients
  • Target different segments with the ability to efficiently mass-manage portfolios according to individual mandates or model portfolios


Compound profit growth through portfolio management automation
Contact us to find out how to...
  • Systemise and automate portfolio management so that you can grow your client base without growing costs
  • Leverage your research and portfolio construction expertise to bring the investment management function (and margin) in-house
  • Redefine portfolio management processes in order to comply with ‘best interests’ and anticipated regulatory reforms cost effectively


Multiply business value by implementing a scalable operating model
Contact us to find out how to...
  • Increase valuation multiple by installing an operating model focused on growing (rather than just servicing) revenue streams
  • Plan and implement effective business change, from transition of people and processes, to systems design and rationalisation
  • Ultimately, utilise scalable processes and systems to achieve efficiency and generate a sustainable high value business

Simply speaking...

Financial Simplicity provides technology and professional services to a wide range of wealth management firms that are adapting to changing industry dynamics and staying profitable. We help our clients form an investments operating vision for their firm with the ability implement a practical solution to achieve targeted business outcomes.

As wealth management firms adjust their businesses in order to respond to changing industry dynamics, there are some difficult decisions concerning client segmentation, investment value proposition, and operating model, that will fundamentally shape the future success of each firm. 

The wealth management industry has developed in a way that is largely complex and in many cases confuses and overcharges retail investors in the process of delivering investment management services. As an alternative value proposition, Financial Simplicity can help your firm offer a personalised portfolio management service to all clients, regardless of your current systems and operations. 

The trends that have emerged over recent years, due to competitive, consumer and regulatory change, means the era of product-placement advice is being phased out in favour of business models that offer clients more sophisticated investment services in a personalised and transparent manner.

While we have found that wealth managers want to offer a higher value portfolio service, they have been unable to deliver this outcome while maintaining similar levels of revenue and profitability they have experienced in the past.

Most firms still operate portfolio management processes and systems that were built for the prior era of product placement and are often disjointed and limiting. This means a high degree of manual work and time is required to manage tailored portfolios, increasing operational risks.

Ultimately, the increased cost of offering a personalised portfolio service is prohibitive due to limited resources and the level of fees clients will pay.  Most firms have had difficulty finding a balance between the degree of portfolio customisation, and back office contraint.

Financial Simplicity recognises that the primary barrier for wealth advisers trying to adjust their practice to a new environment is that the process of change itself can be extremely complex, particularly aligning interests and opinions of stakeholders during the process.

Financial Simplicity employs a pragmatic engagement process in order to align investment value proposition with operating vision. Ultimately, through proprietary technologies and services, we help wealth advisers achieve a  high-margin business model that will equip your firm to grow and prosper in the new wealth era.

What our clients say....

“After six years as a Financial Simplicity client, I am pleased to say we have had no better financial services experience. Implemented Portfolios decided to transition to Financial Simplicity due to our strategy to scale our business significantly, and to manage multiple highly tailored accounts simultaneously.

A key attribute of Financial Simplicity’s solution is its enduring ability to reduce the business risk associated with time consuming and multi-faceted compliance requirements. This is essential to our service proposition of ensuring investors receive consistent outcomes and in a proactive and relevant way. Financial Simplicity has become an integrated and seamless extension of our team.”

-  Santi Burridge
Managing Director, Implemented Portfolios        


“We chose Financial Simplicity as they demonstrated that they could not only deliver what we wanted, but also helped us understand additional capabilities that we had not considered and why those features were so important to consider. In our marketplace the term ‘strategic partner’ is much overused.

For us partnership is about mutual trust, a shared vision, a deep understanding of each other’s capabilities and by leveraging each other’s strengths and expertise we can provide a better overall outcome for the clients that we serve. Financial Simplicity are very much a trusted strategic partner to Pershing Limited, helping us shape and deliver our strategy”.          

-  Paul Bayliss
Head of Wealth & Adviser Solutions, Pershing   

Contact Us

  • Australia Office
  • B: Level 13, 135 King Street
  • Sydney NSW 2000, Australia
  • P: PO Box H330, Australia Square
  • Sydney, NSW 1215, Australia
  • E:
  • T: 1300 363 053 or +61 (0)2 8973 7414
  • UK Office
  • B: 288 Bishopsgate
  • London, EC2M 4QP, United Kingdom
  • P: 288 Bishopsgate
  • London, EC2M 4QP, United Kingdom
  • E:
  • T: +44 (0)203 178 4095
  • F:+44 (0)203 178 4096