Partners

At First Class Wealth we are dedicated to assist Financial Planners and their businesses in a range of areas. We would like to provide you access to our partners to assist you in their respective areas to improve your business as a whole.

First Class Lifestyle - The Property Partners for Financial Advisers

A passion to help people through financial planning turned into a property agency that specifically works with helping first home buyers into their first home, families finding their dream home and with investors to expand their property portfolio. The team at First Class Lifestyle is uniquely qualified. Collectively, they have years of experience within financial advice and property assets, in debt structuring and reduction, and this knowledge allows them to easily partner with Financial Advisers to provide the property guidance to your clients.

Designs by Erzhao - Website & Graphic Design

Erzhao provides services tailored to Financial Planners and for their business needs as he has spent the last couple years developing a marketing model suitable for Financial Planning. He offers the following services and more:

  • Website Design
  • Collateral Design including Brochures, Business Cards, and Flyers
  • Copywriting for Website and your Collateral needs

Copywriting Crew

The Copywriting Crew is a team of experienced copywriters who write compelling web copy that converts your visitors into leads, customers, and clients. Due to their streamlined process and productive team, they’re able to complete most copywriting projects within 2 to 4 weeks. Which means you can launch your new website or marketing campaign much sooner. They offer the following services and more:

  • Landing Page Copywriting
  • Sales Page Copywriting
  • Website Copywriting
  • Email Campaigns
  • Report Writing
  • Video Scripts

Hot Source Marketing

Hot Source Marketing specializes in assisting Financial Planners grow their business through lead generation. At the same time, they understand your compliance requirements and the procedures for contacting clients based on the industry requirements. They offer the following services and more:

  • Dormant Client Engagement
  • Communication Strategies
  • Newsletter Generation
  • Client List Research
  • Direct Mail services

9rok Consulting

9rok work exclusively with advice businesses, including financial advisers, accountants, mortgage brokers, risk specialists, stockbrokers, licensees, banks and aggregators. Providing the tools, knowledge, frameworks and systems to transform your thinking and behavior to achieve results better than you could get on your own. They offer the following services and more:

  • Workshops and Training
  • Tools and Templates
  • Speaking and MC
  • Digital Programs

3genies

3Genies is for those of us who want everyone to better understand the benefits of using an expert to help make smart financial decisions. Given that humans understand video 60,000 times faster than text, there could be no better way than to help your clients grasp the complexities of financial jargon and industry speak than through fun and engaging video animations. They offer the following services and more:

  • Various Animations (cartoon and slim line styles) to choose from on a range of topics
  • Personalised Logo Animation to make your brand more engaging