Join our license

Our services are underpinned by a wealth of expertise, a drive for innovation, and an unwavering dedication to upholding compliance and the highest professional benchmarks.

Advice
Solutions

We empower you through our license (True Wealth), offering the support, expertise, and services essential for addressing your clients’ requirements and expanding your practice. Whether you’re just starting or well into your journey, we’re here to assist you.

Compliance and Professional Standards

Choosing to operate your business under our licence has a range of advantages. You have access to our highly skilled and experienced Compliance Team that will provide you with the necessary professional standards, tools, templates and advice technology. Providing advice under our licence gives you the peace of mind of knowing that when you provide advice you will remain compliant.

Research

Our Research Team is dedicated to securing your access to top-tier investments, products, and services. We employ a research-centric approach, collaborating with esteemed external research institutions like Morningstar and Lonsec to furnish you with premium information and profound insights for your investment choices. Our commitment to quality is unwavering, and we strive to offer you a diverse Approved Product List, encompassing more than 1,100 carefully selected products and services. Among these are top-notch investment managers, leading life insurers, and efficient administration platforms, all without compromising on excellence."

Onboarding and transitions

Transitioning to a new licensee is a significant choice for advisers. Hence, we've established a specialized Transitions Team to ensure your shift to Centrepoint is as smooth as can be. We assign a dedicated Project Manager to collaborate closely with you, comprehending your current business operations, and overseeing the seamless transition of your technology and client records onto Centrepoint's robust infrastructure. Our goal is to shoulder the technological aspects, allowing you to concentrate on delivering advice and minimizing any potential business disruptions.

Practice development

Our aspiration is to empower your business to reach its highest potential and achieve your growth aspirations. Our Regional Managers (RMs) are seasoned industry experts with extensive experience in the advisory field, having consulted with numerous firms over the years. Our RMs are well-equipped to guide you in optimizing your practice. This includes aiding in business development strategies, client base segmentation, and establishing suitable fee structures for the services you offer. Moreover, we offer valuable support in succession planning, as well as planning for mergers and acquisitions, ensuring you have a comprehensive approach to securing the future of your business.

Technical services

To ensure you stay well-informed about technical information and legislative changes, our Technical Team is readily accessible. You can reach out to them via phone or email, and they are also present at webinars, workshops, and events, ready to address your queries. Additionally, you'll have access to a wealth of technical updates, fact sheets, and client-facing materials. This ensures that the advice you provide to your clients is consistently aligned with their best interests and remains well-informed.

Our community

When you become part of True Wealth Financial, you enter a community of dedicated professionals committed to delivering top-tier advice to their clients. We invest the effort to comprehend advisers and their practices, ensuring a harmonious cultural alignment with our community before welcoming them on board. We actively promote and enable networking interactions, fostering valuable connections through our Masterclasses, Conferences, and various networking events.

Education and training

Our CPD-accredited programs for financial advisers leverage the knowledge of industry leaders, ensuring you stay current with evolving regulations and technical advancements. We recognize that opportunities to engage with professional communities are equally vital to your growth. That's why we facilitate a range of events, including conferences, peer groups, professional development days, and webinars, providing you with valuable forums to connect, collaborate, and learn from your peers.

technology

Expertise in advisory technology is a cornerstone of our offerings, distinguishing us from other licensees. Our dedicated Technology Team is committed to ensuring you enjoy top-notch technological solutions, thoughtfully tailored to simplify the process of generating advice and managing your practice. Further enhancing this commitment is our in-house Xplan Support Team, one of the largest in Australia. This ensures swift and efficient assistance for our advisers, whenever needed