Cultivating Advice

Build a world-class, advice-led financial planning practice.

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Testimonials



Bruce Christie"Cultivating Advice has taken me outside my comfort zone. I have begun working to a business blueprint that I am convinced will yield a much better return for me and my clients."

Bruce Christie
BE, MBA, CFP, Centric Wealth, Sydney,Australia.
Errol Woodbury"Cultivating Advice provides the resources, direction and accountability to help fast track our firm. I am confident Cultivating Advice is absolutely key to transitioning us to the next level of business success."

Errol Woodbury
DFP, CFP Winner, Garvan Financial Planning's 2004 Leading Adviser Award Woodbury Financial Services
Mark Smith"This programme has an immediate impact on two levels: it gives us a blueprint to achieve greater business success and we gain an enhanced relationship with our clients - that's why I believe Cultivating Advice is an integral part of our future business success."

Mark Smith
B.Comm, CIFA CA - Financial Planning Specialist Prosperity Personal & Corporate Advisers.
Fausto Pastro"Cultivating Advice has challenged my ideas about how to deliver great advice and how to charge for it. I believe Cultivating Advice gives me a terrific competitive edge, while helping me deliver great service and advice to my discerning clients."

Fausto Pastro
B.Com, FCA - Financial Planning Specialist, CFP William Buck Financial Advisors, Sydney, Australia
David Andrew"The revenue we generate from each new client has tripled over the last 12 months thanks to the Cultivating Advice program."

David Andrew
FFin, AFPA, GDipAppFin, GDipFinPlan, BPE(UWA) Capital Partners Consulting, Perth, Australia
Nigel Baker"With Cultivating Advice I've taken a 'step up'.
I'm winning clients now that I didn't expect for another 5 years."


Nigel Baker
BCom, ASIA, CFP, CA WHK Financial Services, Sydney, Australia
Brian Pert"After 6 months in the Cultivating Advice program we have tripled our revenue per client. We're now attracting more clients who need and value high-level advice and we have a world-class model to service their needs."

Brian Pert
CFP DipFP B.Eco
Anthony Warr"Cultivating Advice has helped us discover private clients' values from the very first meeting. We thought we had a great advisory business. Now it's even better."

Anthony Warr
CFP BAppSc GDipBM DipFP
 "There are no comfort zones with the course. Convential wisdoms are turned on their head. Nothing goes unchallenged."

Tim Eustace
LL.B CFP DFS, Managing Director Grosvenor Financial Services, Sydney
 "Cultivating Advice ® has given me focus and has given me the confidence to action decisions which are in the best interest of the business, our staff & our ideal client."

Charmaine Curtain
CFP B.Ec, Dip FP Senior Financial Consultant Authorised Representative Practice Principal, Godfrey Pembroke Private Wealth Management, Melbourne
 "The Cultivating Advise ® program has turbo-charged our business' positioning in key niche markets. As a result we're now targeting a four fold improvement in business income."

Katrina Knell
BBus and CFP Ideal Wealth Pty Ltd, Corporate Authorised Representative of Tandem Financial Advice Limited, Melbourne, Australia
 "I have been challenged with new ideas, methods and business practices and the results have been spectacular."

Jamie McKay
CFP, B.Comm, Dip FP Heraud Harrison Melbourne, Australia
 "Cultivating Advice ® opened our eyes to how great our business can be. Our investment has been returned three fold and we have only just begun the journey."

Paul Chick
BEc DFP CFP Chick St Clair & Partners, North Sydney, Australia