Solutions for Financial Advisers

Solutions for Financial Advisers

St.George is committed to supporting and servicing Financial Advisers. For over 10 years our team of dedicated Financial Adviser Industry Relationship Managers have provided effective financial solutions drawing on their wealth of experience working with the financial planning profession.

Industry Issues – With the consolidation of the financial advisory industry as a result of the FSR Act, the opportunity to acquire other financial advisory practices continues to be a real possibility. Our Relationship Managers will work with you to identify these opportunities and assist you in unlocking the equity in your business to ensure you are always on the front foot.

Practice Solutions - Whether you want to plan for succession, acquire another financial advisory practice, purchase or lease capital assets, refinance existing practice debts, or grow your practice by lending against goodwill, our solutions will be customised to your evolving needs. Find out how we have helped our financial adviser customers.

Relationship Management – With over 10 years of experience working with financial adviser practices, we understand the unique needs of owners to successfully run their business.  We create truly personalised solutions for your business needs as well as your personal finances.  Contact you local Financial Adviser Industry Specialist now.

Stable Bank Contacts – Like the financial advisory profession, the quality of our staff is what makes the difference. Our staff are fully trained in your industry’s financial dynamics and with one of point of contact being your Relationship Manager, you’ll always receive personalised service and the right financial solution for your practice’s needs.