Intelligent Planning flags 20 adviser recruits

Recently established financial planning play, Intelligent Planning, has pointed to its commercial settings as it seeks to attract advises, including a flat licence pricing model and the payment of fees and commissions to advisers on weekly basis.

Launched in January, the group held its inaugural conference on the Gold Coast this month, with its managing director, Phil Osborne noting that it expected to have 20 financial advisers on board by the end of the year.

He said the growth was the result of a careful two-way selection process.,

“We look for like-minded advisers who not only meet our criteria, but who also share our vision of the future for the profession. In turn, they recognise that our offer provides them with what they want from a licensee partner, as well as what they need.’

Osborne said an important component of the Intelligent Planning offer was providing  advisers with a support system that allows them to run professional, sustainable, best practice businesses in the way they want to run them.

“We offer our advisers a flat licence pricing model, which we invoice on a monthly basis. We pay fees and commissions back to advisers weekly. We are software agnostic, meaning advisers can use whatever technology works best for them in their practices,” he said.

“But perhaps most importantly, we are collegial and actively foster a culture of community. We believe this is important not just for us and them, but to the ongoing evolution of the advice profession.”