How we help support you

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Because face-to-face advice is at our core, we are driven to support you in growing an advice-led business.

We recognise your practice has its own unique needs and we want to help you succeed. Whether you need help with marketing campaigns, access to acquisition opportunities, or support around business planning or recruitment, our service offerings can help you achieve your business goals.

Our support services vary between each licensee, so take the time to decide which services are right for your business.

Watch the videos to find out more about how we help support advisers like you.

Aiding advisers through the advice process.
Support to develop and implement your business plan.
Helping practices to redefine and implement their CVP.
Supporting practices’ marketing strategy.

Advice Tools

Aiding advisers through the advice process.

Saving practices time and resources, helping them to improve efficiencies throughout the advice process.

Watch the video to find out more.

Business Consulting & Planning

Support to develop and implement your business plan.

Our experienced team work closely with practices to develop their unique business plan. With a clear understanding of what they want to achieve, and the steps required, practices are better equipped to reach their business goals.

Watch the video to find out more.

 

Client Value proposition

Helping practices to redefine and implement their CVP.

Our CVP Support program helps practices to redefine their CVP for continued client satisfaction and sustainable business success.

 

Marketing

Supporting practices’ marketing strategy.

Providing advisers with practice marketing support, education and campaigns to help them successfully deliver their marketing strategy. 

Watch the video to find out more.

 

 

Tools to help practices manage their human capital
Interpreting financial markets and investment products.
Working to solve adviser’s pain points.
Monitoring and supervision support.

People Management

Tools to help practices manage their human capital

A range of tools and templates that help you with your internal HR processes, saving you time and resources.

 

 

 

Research & Investment Strategy

Interpreting financial markets and investment products.

The research team dissect the performance of both outperforming and underperforming managers, helping to translate the findings into meaningful dialogue between advisers and their clients.

Watch the video to find out more.

 

Adviser Efficiencies

Working to solve adviser’s pain points.

The Adviser Experience Implementation team work with practices to identify and troubleshoot issues advisers may experience when using AMP’s systems and processes. 

Watch the video to find out more.

 

Audit

Monitoring and supervision support.

Helping to ensure advice provided by practices is fully compliant and meets legislative requirements. 

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Minimising significant compliance issues for advisers.
Providing strategic support through the mergers and acquisitions process.
Helping practice principals make a smooth transition.
Experienced technical team providing strategic support and guidance.

Compliance

Minimising significant compliance issues for advisers.

Our team help to foster a culture of continuous improvement and minimise significant compliance issues for advisers through early detection. 

Watch the video to find out more.

 

 

Mergers & Acquisitions

Providing strategic support through the mergers and acquisitions process.

The Business Transaction Team support practices in structuring, assessing and transacting sales and acquisitions of customer registers. Undertaking activities such as due diligence, sales agreements and assisting with succession planning. 

Watch the video to find out more.

 

Succession Planning

Helping practice principals make a smooth transition.

Our experienced team help practice owners work out when and how they will take the next step in their journey.

 

Technical Support (TapIn)

Experienced technical team providing strategic support and guidance.

TapIn help advisers understand the laws that underpin financial planning advice. They connect with advisers in a range of ways including over the phone, email, educational webinars, professional development days and information guides. 

Watch the video to find out more.

 

 

Platforms and systems that help practices manage their business.
Provides consistent, accurate and timely paraplanning services.

Technology

Platforms and systems that help practices manage their business.

With a focus on Technology AMP are investing in the future of advice so practices can gain efficiencies through streamlining their systems.

 

Paraplanning

Provides consistent, accurate and timely paraplanning services.

Our paraplanning team operates in a strong compliance environment, ensuring high quality advice. They work closely with the Channel Services Centres of Excellence and advisers to support the advice process, validate strategies, provide feedback and ensure the best advice outcome for clients. 

Watch the video to find out more.

 

Disclaimer: The services above differ depending on the licensee selected. For further details contact 1800 106 017

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