Testimonials

After spending months meeting and interviewing potential licensees, I found a licensee who was legitimately adviser owned, 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.

Robert Baharian – Baharian Wealth Management


I approached FYG in 2010 as a new and young adviser who was looking for an adviser owned 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.

Dominique Schuh – Schuh Group


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, unobtrusive compliance, adviser growth, and succession plans. A decade later, my business is flourishing, thanks to FYG, its staff and advisers.

Daryl Forge – Comet Advisers


If you’re looking for a similar experience from your AFSL, give us a call on 03 6440 3555.

Or, learn more about our investment process.