Grow my business
AXA is one of the second largest licensees in Australia, with a massive advice capacity through our subsidiaries ipac, Genesys and Tynan Mackenzie. Harnessing this knowledge and experience is one of the easiest ways to help your advice business grow. There are of course many different ways to help your business grow, but having an experience expert on your side is a great way to remove any elements of chance or uncertainly you may have.
Growing your business via acquisition and/or succession needs careful planning and consideration. Those with an effective plan for growth will be able to capitalise on the opportunities that will arise through well-planned merger and acquisition strategies.
- Business planning for success – We work closely with you to set realistic goals and develop a structured plan to achieve them, to put you on the path to success. In time you will be able to benchmark your progress against other businesses that have been there before you. We have found businesses typically see a 17 per cent increase in profitability with a documented and actively-managed business plan.#
- Client value proposition – We will help you to develop a sustainable client value proposition to ensure you build value for you client and profit for your business, right from the start. Our research has shown that business with a solid client value proposition can expect an increase of more than 20 per cent in their profits.#
- Organic growth – Building a referral culture is an effective and efficient way to leverage your existing client relationships to generate new leads, or harness potential leads from you business partnerships.
- Acquisitions – Acquiring a new client base can be a key driver of growth. Having completed many acquisitions we can offer professional acquisition support to help you identify, validate and secure the acquisition, as well as negotiate attractive terms.
'Go the distance' - AXA's Acquisition Report
In the competitive world of financial advice, the prospect of acquiring another advice business or client base is often the fastest way to grow and increase business value. Acquisitions enable businesses to access a wider georgraphical spread and diversify their client proposition, while streamling costs through increase scale.
For your copy of this must-read report email discovery@axa.com.au.
# The AXA “I want to be my won boss” PLAN, AXA Financial Planning: A unique opportunity to start your won business, p. 5.




