“Dean has been instrumental in guiding and coaching me through some challenging situations as well as helping me put in place core principals and practices that have significantly improved my ability to deliver financial advice.” - Anthony McInnes
Who is this for:
You're a competent financial adviser with 3+ years of experience
You have a clear vision and target market you want to serve
You're ready to leave employment and build your own advice business
You have the technical skills but need help with the business side
You're excited about the possibility but nervous about the unknowns—you don't know what you don't know yet
We succeed when you do
With over 20 years experience in the financial advice industry, we've seen too many advisers starting their own business, wasting money, burning out and ending up back in employment within 12 months.
And it's understandable, because financial advice businesses are unique beasts and starting one means figuring it out as you go – unless you have someone who's already mapped the path.
With our proven framework, 20-year toolbox and business coaching, we help
financial advisers avoid costly mistakes to launch and build profitable businesses.
THE SYSTEM:
Tools, templates, and processes that have built multiple successful advice businesses
THE NETWORK:
Access to our community of advisers and industry insiders who can solve problems fast
THE CADENCE:
An operational rhythm that ensures you do the right things at the right time
We don't just coach you – we partner with you.
The Partnership Program Advantage
No cash outlay for our expertise
Instead of paying thousands upfront when cash is tight, we partner with you and own a 25% stake in your business and earn nothing until you succeed.
Skip the expensive mistakes
Tap directly into our 20-year toolbox of templates, processes, and hard-won wisdom. Why reinvent the wheel when we've already got the blueprints?
Focused accountability
Regular check-ins keep you focused on growth activities, not getting lost in admin or technology rabbit holes.
Business set up done right
Corporate structure, licensing, legal agreements, branding, website – all handled efficiently based on what's worked for multiple successful practices.
Adviser + business owner mentoring
Get coaching on both client-facing skills and business growth strategies. We'll even role-play client meetings with you before big pitches.
The support of a community
Connect with other advisers at different stages who share insights and solutions. The power of the peloton – move faster as part of a group than you ever could alone.
Three-Phase Approach
The five-year Partnership program unfolds across three phases:
PHASE 1:
Setup
-
Setting up your business structure
-
Sorting your licensing and compliance
-
Creating a brand and website
-
Mapping your business plan
-
Setting up essential tech
PHASE 2:
Open for Business
-
Getting your first clients
-
Practicing your pitch
-
Building a lead pipeline
-
Designing your client experience
PHASE 3:
Run the Business
-
Growing your team
-
Documenting processes
-
Developing your leadership skills
-
Implementing growth strategies
-
Maximising profit
Your 5-Year Trajectory
Year 1:
Open doors, sign 30 clients, break even
Year 2:
Replace your previous salary, establish market presence
Year 3:
Add team members, focus on high-value adviser activities
Year 4-5:
Push for 40% profit margins, refine business model Business generating $500K+ revenue with growth momentum, option to buy out our 25% stake
How Business Coaching Works
You become part of The Wealth Network community with group coaching and one-on-one support.
WEEKLY
-
Group accountability session – set your week up right
-
Group wrap-up – celebrate wins and solve roadblocks
-
Direct access to your coach for urgent questions via phone or email
-
Access to our Bloom Growth platform to track actions and progress
MONTHLY
-
60-90 minute one-on-one coaching session focused on your specific business
-
Targeted work on your biggest growth opportunity or challenge
-
Deep dive into your numbers to spot trends and opportunities
-
Ad-hoc "I need coaching on this" calls when specific issues arise
QUARTERLY
-
Business planning session to set priorities for the next 90 days
-
Review what worked, what didn't, and what needs to change
-
Recalibrate marketing and growth strategies based on results
YEARLY
-
Face-to-face annual planning day in Sydney with the whole community
-
Full business review and goal setting for the coming year
-
Celebration of wins and milestones with the broader group
We believe in putting our money where our mouth is. If you don't succeed, we don't get paid. This aligns our interests perfectly – we're motivated to help you build a valuable business because we own a piece of it. What you're getting is our sweat equity – our time and experience rolled up into action.
Not at all. You retain 75% ownership and full operational control. We're advisers, not managers. Our minority stake keeps us invested in your success while maintaining your entrepreneurial spirit and decision-making power.
Yes, and that's exactly how it should work! When you win big, we win too - that's true alignment. Our reward for helping you build something valuable is... well, a piece of something valuable.
After five years, you'll have the option to buy out our 25% stake at a predetermined valuation method we agree on upfront. By then, you'll have a thriving business worth far more than when we started, making it a win-win.
If things don't work out, we bear that risk with you. We don't get our money back, and we don't charge you additional fees. We're selective about who we partner with precisely because we're all in this together.
Most coaches provide suggestions and theories, then leave you to implement them alone. We roll up our sleeves and do the work alongside you. We've built the businesses, made the mistakes, and created the systems so you don't have to learn the hard way.
Very. You'll have fortnightly one-on-ones with us, participate in group coaching sessions, and have direct access for specific challenges. In the early days, we're heavily involved in getting everything set up right. As you grow, we shift to more strategic input.