Centrepoint Alliance managing director John de Zwart said the company wants to partner with experienced salaried planners who are looking to switch from an employed to a self-employed business model.
“With the industry continuing to undergo rapid change and facing major public reputation and legislative risks, more and more advisers at all levels are seeing the benefit of taking responsibility for their own futures as non-aligned professionals running their own businesses,” Mr de Zwart said.
“We have developed an attractive turnkey transition solution that includes full compliance and technical support, best-of-breed technology solutions, business development support and attractive terms, including initial fee relief.”
Mr de Zwart said there has never been a better time for salaried advisers to consider taking their practice to the next level.
“While the industry has been through a lot of turmoil, we know the need for quality advice is greater than ever. Clients need and demand advice that is focused on them and their goals,” he said.
“Advisers need support that is focused on helping them deliver to their clients, rather than simply acting as the sales and distribution arm of an institution.”
With respect, my reason for going independent (along with many of my peers) is having the freedom to choose. Is XPlan mandated here? Is Commpay mandated here?