Becoming a WealthSure Adviser

Why WealthSure?

WealthSure was born in June 2001 with the dominant purpose of filling the gap that existed between large institutionally owned dealer groups and small boutique groups. The founders had experienced that large institutionally owned groups tend to focus on distribution of products and small independent groups generally lacked strong corporate governance and economies of scale.

WealthSure can provide advisers with the benefits of size as well as working with a company that does not have product mandate.

WealthSure is owned by senior management executives who have all had many years experience in advisory positions.

WealthSure appreciates that not every business is the same and we have designed our services to enable you to choose what services you require. We’ve actively listened to our financial advisers concerns to discern what financial advisers want so that we can partner with them and enhance their business professionalism. The level of understanding flows through every facet of our business from our research and product selection resources to our focus technical training and compliance support and our competitively positioned remuneration options.

Firms have usually joined WealthSure because of the following:

• Independence
  WealthSure is independently owned.
• Paying ONLY for services that add value
  WealthSure structures its services to ensure you are paying for the services you need.
• Extensive recommended product list
  WealthSure has one of the most comprehensive recommended product lists in the marketplace.
• Access to research websites
  WealthSure provides you with access to some of the major research houses.
• Flexible SOA production
  WealthSure enables you to use either software, para planning or templates in producing statement of advices.
• Extensive practical experience from licensees practice management team
  WealthSure practice managers have a minimum 15 years financial planning experience as practitioners.

WealthSure understands that to be a successful financial adviser you need to be a successful business person. If you desire to be part of a group that understands the need to develop business acumen as well as ensuring you deliver the most comprehensive financial services to your client, we would welcome you to contact us on 08 9446 7496 or email for a confidential meeting.

*Independently owned means that WealthSure is not owned by Institutions or Product Manufacturers