GPS Wealth recognises the importance of having strong systems and processes to support forward thinking accountants in the area of client introductions to specialists for investment planning and insurance.
State of the art processes in GPS have been developed by accountants for accountants. Today GPS specialises in providing tools, templates and systems to enable accounting firms to successfully refer their client's financial advice and risk insurance needs (Life, trauma, TPD, income protection insurance) to a specialist adviser. It's an old adage that you can only manage what you can measure.
When signing with GPS Wealth you will receive a one on one meeting with a GPS representative to conduct an initial planning meeting.
We will then work with you to identify a professional adviser who will fit with your practice and your client's from both a values and beliefs basis.
We will meet with you regularly to review progress of the relationship and re calibrate as necessary.
You and your accounting colleagues will be invited to our success days which focus on many different areas such as SMSF, business structuring and client relationships.
As you are no doubt aware, as a trusted professional adviser, you, the accountant, have a legal and professional duty of care to at least inform your client's of the importance of risk insurance. Our processes keep you in control of this important responsibility.
As you are no doubt aware, as a trusted professional adviser, you, the accountant, have a legal and professional duty of care to at least inform your client's of the importance of risk insurance. Our processes keep you in control of this important responsibility.
You will be invited to an Introduction to GPS Wealth day to "kick our tyres" and see if a relationship with GPS Wealth is right for you.
If your current referral relationship does not offer any of the above then you need to speak to a GPS Wealth representative for an obligation free meeting. At GPS Wealth we simply exist to help accountants like you to build ideal referral partnerships, working with ideal client's, and giving appropriate advice. GPS Wealth is not a dealer group but a new category of financial services licensee. We believe we are the way of the future not the past.
