FAST’s relationship with ALI Group ensures you are able to address clients’ mortgage protection needs. FAST has also partnered with insurer Allianz Australia Insurance Limited (Allianz), enabling you to refer clients to Allianz and their dedicated service and processing team. We have has also secured an insurance offering with Allianz which extends to you, and your staff.
The FAST Partner Planner program offers financial planning, with a referral model linking brokers to qualified financial planners. This program enables you to extend financial protection and wealth creation advice to your clients through aligned financial advisors.
The benefits of providing your clients with financial planning solutions include:
FAST Partner Planners are self-employed business owners, committed to providing quality financial planning advice to your clients, with a strong focus on compliance.
Typically a FAST Partner Planner will work with six to ten broker firms to provide financial planning advice to their clients.
This multi-broker model is designed to provide a steady stream of quality referrals from the aligned broker firms to their FAST Partner Planner, supporting their ability to remain active and successful. Most importantly, they will always be available to meet your referred client needs.
FAST Partner Planner operates as a revenue-sharing model. You’ll share in all initial and continuous revenue, and will always retain ownership of the client relationship for finance broking services.
Advantedge Financial Solutions recruits FAST Partner Planners of the highest calibre, appropriately matching them to your business requirements.
All our FAST Partner Planners are:
Your client and business data will always remain secure. Your FAST Partner Planner has a vested interest and is bound by their agreement with Advantedge Financial Solutions.
The Buy/Sell Facility is an established process from start to finish, which includes a pricing methodology based on factors such as:
Terms include 100% of the determined price on settlement (less any fees, charges and taxes payable) with transparent terms and conditions provided upfront.