Easton Wealth

 

We recognise the value of quality wealth advice and we are committed to providing that to our clients. 

 

Through our specialist financial services groups there is a commitment to the provision of quality advice with a focus on the best interests of our clients.

 

Our financial services groups are targeted and focussed on different markets. These include direct to market providers and also the provision of advisory services through the accounting channel.

Easton is committed to building a significant financial services distribution business and supporting our business partners in the growth of their business.

Our wealth businesses include:

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Easton X

The launch of EastonX, delivers an exciting opportunity to partner with self licensed practices and provide them with the knowledge, skills, and resources they require to run their own license, which has been a core part of our business since 2006.

Practices will find the service offering to be flexible, and easily tailored to align to the evolving needs of their business, whether it is in start-up phase or a mature, established firm. When partnering with Easton X, a self-licensed business is provided with the industrial scale and bench strength of a corporate, whilst still maintaining the flexibility and control they desire – all at an attractive price point.

The Easton X offering provides self-licensed practices with the essential services they need to effectively run their business and provide quality advice to clients. The services aim to help advisory practices:

  1. Maintain a strong compliance regime.

  2. Employ a practical risk management framework to meet regulatory and legislative obligations.

  3. Apply a practitioner-led systemised, repeatable process to grow their business, engage clients, and train advisers.

  4. Adopt essential business management techniques.

  5. Receive practical up-to-date training and education.


Importantly, the services are supported by an experienced team of executives, with real life industry experience.

To learn more about the Easton X offering and how we may be able to support you, please complete the enquiry form below.

 

GPS Wealth

 

GPS Wealth continues to lead the way in a new category of Financial Services Licensees: described by many as the way of the future, not the past. As a licensee, they aim to support financial advisers on their journey to building their ideal practice, engaging and retaining their ideal clients, and giving high-quality financial advice. To empower advisers in engaging in deeper conversations with clients, GPS Wealth have developed state of the art client engagement tools, that have been built by real practitioners.

 

GPS Wealth really prides itself in getting to know what financial advisers need and want, and they aim to provide the kind of support, coaching and training that makes a difference. Since their inception they have become one of the most award-winning licensees, achieving:

 

 

2020 | CoreData Licensee of the Year

2019 | ifa Dealer Group of the Year

2018 | CoreData Independently Owned Licensee of the Year*

2017 | CoreData Independently Owned Licensee of the Year*

2016 | ifa Dealer Group of the Year | 2016 CoreData Independently Owned Licensee of the Year*

2015 | ifa Dealer Group of the Year | 2015 CoreData Licensee of the Year

2014 | ifa Best New Licensee in Australia

 

*This is not a description of our business. It is the title bestowed by CoreData.

To learn more about the GPS Wealth offering and how we may be able to support you, please complete the enquiry form below.

 

Paragem 

 

We believe businesses have the power to change the world and that what they do matters. We are committed to successfully transforming the advice industry through great practices and bolstering excellent people to do amazing work. We keep the consumer in mind in our journey to helping advice businesses drive better outcomes for all Australians.

To learn more about the Paragem offering and how we may be able to support you, please complete the enquiry form below.

 

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Merit Wealth - The Licensee for Technical Specialists

Merit Wealth is an Australian financial services licensee. It was established by accountants for accountants at a time of rapid regulatory and industry change as the licensee of choice for accountants and technical specialists.

Merit Wealth with our family of accounting brands (GPS, SMSF Expert and Knowledge Shop) have the enviable position as a market leader providing licensing and education services to a high-quality accounting and advisory network.

The business provides licensing and support services to both comprehensive financial advisers and limited authority accountants.

To learn more about the Merit Wealth offering and how we may be able to support you, please complete the enquiry form below.