Increase your revenue, create efficiency and depth, and improve your client retention.
The First Class Wealth Guides are proven processes which protect you at all times, provide an abundance of content for your financial advice documentation, all the while improving your profit margin through the extensive nature of the Guides.
The First Class Wealth Guides are an all-encompassing collection of financial planning knowledge, designed to suit small to medium-sized practices. It doesn’t matter if you’re a veteran or just starting out, the Guides contains everything you need to convey your value, increase your fees through the density of your research and scale your practice for success and longevity.
First Class Wealth Guides is a practice transformation team, with multiple awards testament to our experience and high levels of diligence. In 2017 Scott Miller won the Money Management Young Achiever of the Year with his colleague William Kim winning runner up. They were also finalists in the NSW Business Chamber Awards, in both the Small Business Excellence and Scott Miller as the Young Entrepreneur of the Year finalist categories. First Class Wealth has been featured in Money Management, Adviser Voice, Risk Info and the Financial Observer.
First Class Wealth is fastidious to the point of obsession – even down to that single word that you use in a sentence, everything has a place. We know this could be what the auditor picks up or the client construes in a different meaning, so we take no chances – it’s about getting every aspect right from A to Z, every time.
First Class Wealth are the professionals that professionals go to, when they need to step up to the next milestone in their business.