Referring Financial Simplicity

Financial simplicity welcomes referrals to businesses that may be seeking managed account or guided portfolio management solutions.

Should any of the answers to the below questions in relation to a business be 'yes', then we would be happy for you to mention our name to them, or even drop us a line at 1300 363 053 or  info@financialsimplicity.com.au about them. Should this be something frequent, you could join our partner program.

• Is the business interested in the managed accounts space?
• Is the business looking for a scalable solution - i.e. are they struggling to grow the business with current set-up?
• Is the business  trying to save time and costs in their operations?
• Does the business  outsource any asset administration operations?
• Is the business a investment management or advisory business that is  looking to differentiate themselves from their competitors?
• Is tax efficient portfolio management important to their clients important?
• Is the business  looking for a quick implemention of software?
• Does the business manage model portfolios?
• Is the business looking for an open architecture solution?
• Does rebalancing client tailored portfolios take up a large amount of time and effort?