How to find decision makers in the buying process that will support you.It’s easy to get lost in the corporate haze and maze when trying to make a sale. Every company has its own hierarchy. Knowing how to recognise who’s a good connection and who’s just wasting your time will put you on the path to the inner circle. Sometimes it is not necessarily the top dog that makes the decision. It is necessary to discover who influences the decision to buy though.

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Marketing Idea
Financial Planners, 12 reasons to talk to your clients before the end of the tax year.

There is probably no better time to revisit clients/prospects to ramp up activity than prior to the end of the tax year. People have been conditioned to make decisions at this time of the year, because the window of opportunity closes with finality on that date! This means they will act if the benefits are identifiable and attainable. Which of these situations and opportunities can you utilise to get in front of people to talk about your offers?

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Success Idea
How to use “buying” stimulators to increase your conversion rates.

Buying stimulators ADD POWER to your sales proposition and offers. Use them in your presentations, ads, web pages, social media blogs and other sales messages to get more buy-ins to your offers. They produce results without increasing your costs.

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Lesson in Disruption
How to put prospective clients offside.

There are many ways to win and keep customers. But what about the things you may be inadvertently doing that drive potential customers away from you? Which of these sales killers are you aware of that might be driving customers away?

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Fighting a ban on grandfathered commissions by Peter Johnston of the AIOFP


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Recently the AIOFP discussed this issue in depth with their legal advisers. They are pleased to inform you of the following in relation to the issue of Grandfathered Revenue (GR) of Life Insurance Commissions.

Peter Johnston the Executive Director of the AIOFP reports on 5 major issues surrounding grand fathered Commissions.»  Read more


Dr. Mark Sinclair from Mentor Education talks about the BIONIC ADVISER.

Mentor Education

Irrespective of all the current post Royal Commission negativity and reports thousands of planners are stampeding to the exit – the reality for those that remain will be the need to evolve into technically savvy ‘Bionic Advisers’ in order to succeed and thrive. However, this new era won’t require advisers to become some Hollywood Sci-fi interpretation of a futuristic inhuman cyborg in order to provide professional advice. In fact, it will be the exact opposite!

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Cashed up buyer looking to acquire techno based business

Small businesses up to $200,000+ RR annually.

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Shartru: A new AFSL that looks after its advisers

Shartru Wealth

Discover why the Shartru AFSL can make a difference to your business and to your bottom line too. Talk to Rob Coyte the CEO of Shartru today about your future and how he can help you face the challenges of the new world of financial advice

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The Royal Commission and FASEA: An adviser’s lament.


A heartfelt letter from an experienced adviser about the injustices, inequities and unfairness of the requests (demands) in relation to FASEA and the outcome of the RC. Please feel free to use it to on-send to your own political representative.

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The Shire, Wollongong or Campbelltown Risk business wanted.

Experienced adviser looking for an acquisition that would involve an extended transitioning period to ensure the best interests of the client are served. Up to $150K income considered. Finance in place. Ready to buy NOW.

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Location. Location. Location. Advisers wanted.

Any of these locations interest you? We have a range of AFSL’s looking for advisers. Read more and tell us what opportunities you would like us to pursue for you.

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New. Melbourne. Northern suburbs Advice business for sale.

$220,000 of recurring revenue. 80% of the recurring revenue comes from fixed and percentage based fees and 20% from ongoing (renewal) risk commission. There are 104 client groups with 313 accounts and policies. There are 34 SMSF owned accounts.

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New. Melbourne. Financial Advice business for sale.

Overall income from the practice is $114,000 (ex GST) $94,000 revenue is ongoing service fee arrangements (from 32 clients). $20,000 revenue is risk trail either from the ongoing service clients or a further 11 clients. There is nil $$ generated from any grandfathered trails. Great starter business.

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Sunraysia and Melbourne client base

An adviser who has been in the industry for 18 years plans to retire due to a family health situation. The business is mainly risk and personal super. Insurance premium income is about $50K pa. FUM $14M. Gross income for 2017/18, $140K. 150 names in the register. 50% of the clients are in the Sunraysia area, 45% are located in Melbourne.

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National risk data base for sale

An adviser who has been in the industry for 18 years has a risk data base for sale. The main insurance product providers are: TAL, AIA, Zurich, MLC and Asteron. The products are all life based including Life, TPD and Income protection. Income is made up of insurance renewal commissions of approx. $240,000. There are 570 names in the national register.

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Opportunity. Opportunity. Opportunity: Advisers wanted for non-aligned AFSL.

Non-institutional boutique AFSL looking for AR’s to work with them.

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Queensland based.
Risk and investment business.

An experienced risk writer is looking to sell their Queensland based business. Book is composed of Professionals, Mums and dads, Tradespeople and Small business people. Total number of clients is 218. Funds under management is $6M+. Total Income for the 2017/18 year was $82,200.

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Urgent. Businesses wanted NOW.

Cashed up buyers are ready to make YOU an offer NOW for your business

Wanted Businesses

  • Is this your management succession plan? Talk with a modern, insurance oriented practice that is looking to acquire risk books in NSW. Read more
  • 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
  • Melbourne based adviser looking to acquire small data bases of heritage, dormant C&D class clients and Mysuper products. Cashed up buyer. Can absorb up to $300K investment quickly. Phone Jim Prigg for more details on 0408 520453.


Urgent. Sydney based business wanted NOW.

Income range $50K-$120k. Quick sale wanted. WIWO. Finance arranged.

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Why buying property with Property Platform a service oriented, value added buyer’s agent is to your advantage.

Shannon Koetsveld

Shannon Koetsveld and Simone Taylor are unique in their field. They bring competence, professionalism and trustworthiness to a crowded and competitive profession. Their outstanding attention to detail can really help you or your clients looking to acquire property. Learn more at 5 Platforms to Residential Wealth and First Home Buyers Case Studies.

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