Join Us

You’ve built a good advice business.
What could it become as part of
something bigger?

You’ve earned your clients’ trust, built a reputation and created something valuable. But at some point, running the business can start to get in the way of growing it.

Between compliance, technology, administration and managing staff, it can be hard to find time to follow up with new enquiries, let alone generate them.

Guidance is interested in talking with established financial advisers who have built their own client base and are considering the next stage of their business.

The opportunity is to bring your practice into Guidance, continue advising your clients as part of one firm and take an equity stake in Guidance.

It’s an opportunity to become a part-owner and help build the business over time.

Building a financial planning business is hard.

Have a confidential conversation

Perhaps you’ve reached a crossroads

You might still enjoy advising clients but be less enthusiastic about everything that comes with running a small financial planning business. Referrals bring you good clients, but it can be difficult to plan for growth when you don’t know when the next one will come through.

You might be frustrated by the restrictions of your current licensee arrangement, particularly when decisions that affect your clients are made by people who rarely deal with them. Or you might be thinking about succession and want to stay involved with the clients you’ve spent years looking after.

Bring what you’ve built into Guidance

You’d bring your clients, experience and relationships into Guidance and work with the rest of the firm. We’d share systems, administration and marketing, giving you more time to advise clients and build those relationships.

Taking an equity stake means you’d have a share in the value of the whole Guidance business. We want to keep growing, and we’re looking for advisers who want to help us do that.


A platform for organic growth

One of Guidance’s strengths is bringing in new client enquiries.

Through the Ask an Expert column in The Age and The Sydney Morning Herald, the Financial Autonomy podcast and our weekly newsletter, we’ve built an audience that regularly brings people to us for financial advice.

Building that audience takes time. Joining Guidance gives you a way to keep growing your client base alongside the referral relationships you’ve already built.