News

Business News

Additional planning practice joins GPS Wealth

GPS Wealth has added another financial planning practice to its operation, with BCB Financial Planning recently joining the independent dealer group.

The switch to GPS Wealth was based on the potential for BCB Financial Planning to establish more referral arrangements with accounting firms looking to provide financial advice to their clients through a non-institutionally owned licensee.

BCB Financial Planning director Adam Chalk said his group wanted to partner with GPS Wealth because it was a like-minded organisation equipped to assist advice practices to grow.

“GPS has a unique offer. The group’s client-centric advice philosophy is completely aligned to our way of thinking and it’s backed by a suite of effective client engagement, practice management and advice tools, and a team that’s fully committed to doing whatever it takes to help advisers build and run successful businesses,” Chalk said.

BCB Financial Planning is already experiencing some progress in seeking recommendations from accounting firms, with J & C Accountants striking a formal referral arrangement with them in May.

“BCB Financial Planning has an extremely compelling proposition for accountants who want to offer professional strategic advice to their clients, but importantly we now have the tools to clearly articulate and demonstrate the value we can deliver,” Chalk said.

“We believe our licensing partnership with GPS Wealth contributed significantly to our new referral relationship with J & C Accountants.”

GPS Wealth director Greg Holman said his organisation was excited to partner with BCB Financial Planning in an effort to initiate growth and take the advisory firm to the next level.

Copyright © SMS Magazine 2022

ABN 43 564 725 109

Benchmark Media

Site design Red Cloud Digital