Start the journey many advisers are now taking, partner with an AFSL offering a supportive culture.
Our AFSL lets you build an advice driven business tailored to your own goals, not those of an institution.
Not everyone is an FYG adviser, but if you are you'll join a licensee offering great services.
Our AFSL’s head office houses six advisers with over 110 years of financial planning experience and associated technical knowledge.
Our evidence based model portfolios are over 90% consistent, providing your clients with efficiencies and reliability.
Our AFSL offers robust compliance driven by community standards, with a dedicated compliance manager on hand.
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 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.
After spending months meeting and interviewing potential licensees, I found a licensee who was legitimately client first 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.
FYG support on an ongoing basis is fabulous.