Start the journey many advisers are now taking, partner with a conflict free AFSL with a supportive culture.
Not everyone is an FYG adviser, we appeal to a small section of the financial planning industry - those who are committed to putting their clients' first. To do that you need a dealer group committed to being a great service business supporting you.
In our head office there are five advisers with over 100 years experience and technical knowledge.
Our evidence based model portfolios are over 90% consistent, providing clients with efficiencies and reliability.
Robust compliance driven by community standards.
We know what we’re doing and can guide you through institution back office struggles.
Enjoy your autonomy while delegating us licensing, compliance & IT.
I approached FYG in 2010 as a new and young adviser who was looking for a non-aligned dealer group to help me establish my business, and most importantly, to help me look after my clients. Since then, FYG have ticked all the boxes by giving me unlimited assistance in every asset of my business. Nothing has been too much trouble for them to help me with, and by doing so, I know my clients have been well looked after. There’s a wonderful culture in the group of advisers sharing ideas, time and knowledge, and I’d strongly recommend FYG Planners to any adviser who wants to go down the non-aligned path.
After spending months meeting and interviewing potential licensees, I found a licensee who was legitimately non-aligned, unconflicted, and held similar values to me and my firm: simplicity, clarity, transparency, and partnership. To date, FYG have been nothing but supportive, flexible, and accommodating. This means we have been able to focus on delivering our clients with a personalised and unique experience, having confidence knowing we are fully supported in our proposition to clients.
I joined FYG with no prior financial planning experience (only relevant qualifications and related industry experience) - the first FYG greenfield site. FYG assigned a mentor to me, who was (and still is) always available to answer my many questions. Everyone associated with FYG -technology, compliance and fellow advisers - were all patient and helpful. The directors of FYG have a clear, long term, vision for FYG, including technology (xPlan) improvements, un-intrusive compliance, adviser growth, and succession plans. A decade later, my business is flourishing, thanks to FYG, its staff and advisers.