“Dean is extremely knowledgeable about the world of Financial Planning. He has helped immensely simplify the complex & has so many great connections. Highly recommend.” - Marcus Larcombe
This is for financial advisers who:
Run an established financial advice businesses, typically 1-4 advisers
Need to buy out retiring or exiting partners
Need capital for personal requirements (home deposit, school fees, divorce settlement)
Are seeking both capital and strategic growth support
Want to maintain control and majority ownership while benefiting from experienced partners
The Wealth Network Advantage
Unlike private equity firms or large licensees that want to control your business, we take a fundamentally different approach:
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We invest in minority stakes (typically 20-40%)
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You maintain majority ownership and operational control
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We provide both capital and our complete coaching program
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We're actively involved in helping increase the business value, not just passive investors
Why partner with us instead of selling?
Many advisers face a difficult choice when they need capital – sell their entire business or struggle on. The Wealth Network offers a third option:
Monetise some equity now while keeping control
Create a clearer succession path without rushing into a full sale
Continue building the business you're passionate about with proper support
Unlock cash today while your remaining stakes grows more valuable over time
How It Works
STEP 1:
Value & Invest
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We work together to determine a fair business valuation
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We purchase an agreed minority stake (typically 20-40%)
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You receive capital to use however you need (no restrictions)
STEP 2:
Grow & Support
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You become part of the The Wealth Network business coaching community
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We help you implement our System-Cadence-
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Network framework
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We work together to increase business value with monthly coaching and support
STEP 3:
Build Real Value
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Focus on improving profitability
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Develop proper business systems and processes
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Create a business that works without constant owner involvement
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Implement proven growth strategies from our other successful partnerships
FREQUENTLY ASKED QUESTIONS
FAQs
We typically invest between $250,000 and $500,000.
TWN Capital Pty Ltd, the investment entity, has raised capital from investors who fully support the long-term nature of these investments.
We are open to all commercial discussions. We plan and act as long term investors but always believe in the entrepreneur and we will support them.
We tackle succession from multiple angles based on what your business needs from helping you hire younger advisers, to helping facilitate mergers and acquisitions all with the goal of future proofing your business.
Definitely, we built this offering to allow you to take some equity out of your business. This could be because of a Death, a Divorce, a desire to repay your home loan, fund children's education etc.
Our capital investment service is exclusively available to financial advice businesses who are active members of The Wealth Network coaching cohort. We don't provide capital without the coaching component because our proven process is what helps drive the growth in business value