• Privately Owned Boutique Financial Planning Dealer Group
    WELCOME TO FYG PLANNERS
    Our privately owned AFSL offers customised technology and adviser services enabling financial planning businesses to focus on creating long lasting client relationships.
  • Built By Advisers, For Advisers
    A dealer group developed by advisers with a day to day understanding of the industry and its challenges
  • Client First privately Owned Financial Planning Dealer Group
    The Client Comes First
    Our licensee offers you a professional relationship with your client - not a sales relationship
  • A More Successful Business
    Leverage our experience, expertise and support to create the business you want

Join FYG

Start the journey many advisers are taking. Partner with an AFSL offering a supportive culture.

A Better Business

Our AFSL lets you build an advice driven business tailored to your own goals, not those of an institution.

Client First

Enjoy the freedom of an AFSL where your clients reach their goals through an advice driven process.

The Benefit of a Client First Environment

FYG PLANNERS SERVICE TENT POLES

Not everyone is an FYG adviser, but if you are you'll join a licensee offering great services. 

  1. Tech Services

    Our AFSL’s head office houses eight advisers with over 120 years of financial planning experience and associated technical knowledge.

  2. Investment Philosophy

    Our evidence based model portfolios are over 90% consistent, providing your clients with efficiencies and reliability. 

  3. Compliance

    Our AFSL offers robust compliance driven by community standards, with a dedicated compliance manager on hand.

  4. Transition Experience

    We know what we’re doing and can guide you through institution back office struggles.

  5. Your Business With Support

    Enjoy your autonomy while delegating us licensing, compliance & IT.

LATEST NEWS

July 14, 2024
2024 Q2 June Quarter Review Economic Overview Q2 2024 was a more subdued quarter than some seen recently, with flat to negative returns in many asset classes. Global markets saw small gains with artificial in ..
April 16, 2024
2024 Q1 March Quarter Review Economic Overview Q1 2024 was another positive quarter from both an economic and investment perspective. Global markets notched strong gains led by the enthusiasm for all things ar ..
January 20, 2024
2023 Q4 December Quarter Review Economic Overview Q4 was a very positive end to the year, and despite the gloomy outlook many had for 2023 it was a fruitful one for investors who maintained a bias towards growth ..
October 15, 2023
2023 September Quarter Review Economic Overview In Q3, global economic data was mixed. There were positives from the world’s largest economy, depending on how you view positive economic data! In this case, the ..

What FYG Advisers Are Saying

I approached FYG in 2010 as a new and young adviser who was looking for a privately 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 bank path.

Dominique Schuh Schuh Wealth Advisers