Join a licensee with a proven track record

Providing quality financial advice is your primary concern as a financial adviser. That’s why we put all our energy into putting together a comprehensive and flexible licensing model that will meet your business needs, whatever the challenge.

Choice of licensing model – You have many different options to suit your businesses personality and needs including forming a licensing relationship with AXA Financial Planning, Charter Financial Planning, Genesys Wealth Advisers or running your own license through JIGSAW Support Services.
Clear ownership of your clients - While in reality ‘the client owns the client’, it is still important to define client ownership, ongoing servicing and charging rights at the outset, and we firmly believe that any clients you refer to us will always remain your clients.
Help to grow your business – We have a suite of comprehensive, industry-leading business solutions to cater to help you grow your business and cater to all your needs.
Business development expertise – Our extensive industry experience means we have the knowledge and skill set to develop your business’s prosperity and profitability.
Local on-the-ground support – Our 2,000 nationwide staff and extensive network of state and regional offices, means support is never far away.

Help to grow

Growing your business in an ever-changing environment can be tough. Our range of market-leading support programmes and networking events can help.

Acquiring client bases or a business – Our acquisition support team can help negotiate and smooth your transition.
Business partnerships – We can provide expert support to ensure only the right clients are targeted.
Business planning for success – Our proven business planning methodology is unique to our licensee and will help set you on the path to success.
Attracting and retaining profitable clients – It’s always important to ensuring your pricing represents value to the client and sustainable profits for your business. Our experts are here to help you remain competitive in the marketplace whilst remaining attractive to your clients.
Specialist networking events – National peer-to-peer events are held regularly so you can meet and learn from other advisers in the network.

AXA's Acquisition Report

An in-depth insight into the world of acquisition and how to successfully acquire an advice business. To get your hands on a copy of this must-read report email

discovery@axa.com.au

AXA FAN: the solution to all your advice questions

Why get caught out on high-risk products or strategies? Our prudent APL approach and conservative gearing philosophy have safeguarded investments to give your clients peace of mind.
Why risk confusion when it comes to compliance? Of the top 16 licensees, four of AXA’s licensees rated in the top six for compliance support - Brandmanagement Licensee research 2010.
Why pay more for professional indemnity? Our professional indemnity costs are significantly lower than the industry average.
Why settle for second best? Our licensee brands rated in the top seven for overall adviser satisfaction. Brandmanagement Licensee research 2010.

We are continually updating our service offering to respond to the changing needs of our network – from developing programmes that help bring leads to your door to managing acquisition programmes that help grow your business.

Join our licensee today, call 1800 106 017.