Marketing Kick start reportStep into the new year with vigour and confidence. Read this stimulating report. Create YOUR Master plan to deliver an exciting new perspective on your marketing strategy here.

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How to leverage the components of a Value Propostion (VP) for your marketing

Discover what the components of your Value Proposition are. Then learn how to turn them into a marketing initiative that works again and again for you.

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6 Tough ways to reduce the chance of deal destroying procrastination

Is procrastination holding up or killing your deals? Discover how to reduce, pre-empt and counter this deal destroying nuisance, NOW.

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DomaCom news


  1. Read the Lonsec review of DomaCom here
  2. Latest DomaCom newsletter here
  3. What does say about DomaCom? Read more
  4. PROPERTY observer “New smart ways to invest in agriculture: DomaCom Read more


Treviso. A Top Italian Eatery in Melbourne.

Treviso, housed within an old bank in Melbourne’s financial district, is a big, bold, contemporary, semi-underground restaurant specialising in fantastic, authentic northern Italian fare. Treat yourself to James’ delightful hospitality.

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KMI FACE TO FACE programs, appraisals & results from 2016.

Read how we helped these organisations. AFRM. “Selling Insurance. The real deal“. OnePathConnective Sales Intelligence“. YES FP. “Telephone Technique“.
Benwest. “What do you earn your money from?” Tell us what would help you or your people here and receive the free handbookA practical guide to the sale of advice.”

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Moneysoft delivers complementary adviser tools to boost revenue growth and client engagement


Developed in conjunction with advisers, the Moneysoft Business Processes toolkit contains a series of eBooks, video tutorials, blogs, and client-facing brochures and templates. It offers a complete, step-by-step guide on how to build and deliver a relevant goals-based, money management proposition; enables growth and diversification of practice revenue; and shows how advisers can achieve a deeper client engagement through “cashflow as a service”.

»  Read the full article here


Checklist of dealer group services

Checklist of dealer group services

What type of services, support and initiatives are you looking for from a dealer group? Benchmark what you currently have against this comprehensive list.

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Wit and Wisdom for you.

A tremendous collection of wisdom ideal for newsletters, blogs and website content. Or to help put reality into perspective.

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Adviser looking for a new home

Are you an AFSL looking to recruit? Do you think your dealer group could provide what this young, eager and well credentialed adviser is looking for?

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Spectrum: The AFSL that is adviser friendly


Are you looking for a real alternative that allows you to run your business your way? A national dealer group that is non-institutional or vertically integrated via product manufacturers wants professional advisers in all states NOW. Both risk advisers or financial planners are welcome. Generous engagement terms including PI and percentage splits with sensible compliance regime and broad APL. Practical induction course and real practice management, with sales and soft skills programs and marketing initiatives. Read more


VIC Accounting Practice for sale

Located in north east suburbs. WI/WO. Composed of PAYG, Professionals, Small Business Pty Ltd, Sole traders, Trusts, BAS, IAF, SMSF’s, Corporate returns and small financial planning component (with tremendous potential). T/O $600k+ .

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QLD Risk Business for sale

Tremendous risk based business. Trail $460K. 2 AR’s. WIWO or terms. 1,500 clients clustered around location.

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WIWO Gold Coast FP for sale

Owner operated. Can be transferred to your current AFSL.

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Businesses wanted NOW

Wanted Businesses

A privately owned dealer group with over a decade of experience is looking to grow their business by acquisition. They have offices in both Melbourne and Sydney with 8 full time advisers.Read more

URGENT: Corporate super books wanted NOW. Read more

Is this your management succession plan? Talk with a modern, insurance oriented practice, who are looking to acquire risk books in NSW. Read more

New. Melbourne based business wanted. Client numbers: 100-200. Funds under Advice: $20m-$50m Compliance:  Needs to have a strong compliance history. Billing Arrangements: Fee for service with monthly fees debited from the clients nominated account. Funding has been organised for any future business acquisition. Contact purchaser direct. Read more

New. A well established Brisbane financial planning business located close to the city and looking to expand is seeking business acquisitions or books of business that cover risk, investment, Super and SMSF. Read more


What are your plans for the next 5 years?


What will you do in the next 5 years? Will you downsize, amalgamate, join a different dealer group, cash out or buy up? Tell us your thoughts here. Complete the survey and receive these two FREE reports.Important things to consider when selling your business” and “Checklist prior to selling your business


Get introductions to buyers looking for businesses NOW.


Utilise our simple flat fee service with a monthly inclusion in this newsletter, in our special quarterly Buy/Sell connective, online for 12 months and on LinkedIn. Includes 16 touches to our 9,000+ database over 12 months. No commissions.

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Looking to buy a business or data base?


Receive advance notice of businesses and data bases for sale. Register with us to tell our readers about what YOU are looking for. Flat fee service spread over 12 months. 16 touches to our 9,000+ database. Online placement on our website and connection to our vast LinkedIn network of 1,000.

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