RFE has been helping accountants create, grow and manage their own financial service practice for 15 years. We provide the people, infrastructure, practice management, software and services in financial advice.
We have established joint ventures with quality accounting firms in Sydney, Canberra, Melbourne, regional NSW, and regional Victoria over the last 18 months.
RFE works proactively to grow a profitable business. We do not wait passively for referrals but create opportunities through a range of lead generation activities tailored to each joint venture practice.
Our accountant partners share in the revenue and equity value creation. We believe that accountants often underestimate the value they are referring to a financial planner – under the RFE model, this value is captured for the accountant.
We set up the company, shareholder agreements, Corporate Authorised Representative Agreements and Branch Agreements between advisers and our new practice, to ensure correct compliance and best practice is applied from day one of the new planning business.
Businesses focused on their client’s best interests.
Desire to grow their new business through referrals and marketing.
A minimum of 500 clients.