Consultum Financial Advisers 61 High Street, Eaglehawk, Victoria 3556
About the Business
Consultum Financial Advisers is a reputable establishment located at 61 High Street in Eaglehawk, Australia. As a full-service licensee, we specialize in providing tailored support to small to medium-sized financial planning practices across the country. Our goal is to assist you in developing your practice, conducting thorough research, utilizing advanced software, and implementing effective marketing strategies to enhance your business and provide exceptional financial advice to your clients.
Our practice development solutions have been meticulously designed to help you maximize your profits and grow your business. With the guidance of our experienced regional managers, we offer proactive service and personalized training through our Best Advice team. Additionally, our custom Xplan software is specifically tailored to suit the unique needs of your practice, granting you access to a wide range of valuable tools and resources.
At Consultum, we understand the importance of effective marketing in expanding your client base, increasing cross-selling opportunities, and raising brand awareness in your local area. Our dedicated marketing team provides an end-to-end tailored marketing service that is designed to meet your specific requirements. With their expertise and resources, promoting your services has never been easier.
We also take pride in our research team, who consistently deliver timely analysis and insights into investments, markets, and the economy. With their support, you gain access to a comprehensive set of tools that aid in constructing your client's portfolios and risk profiles, ensuring that you provide the most informed and effective financial advice.
Don't just take our word for it - hear what our clients have to say about their experience with Consultum. One client states, "Our move to Consultum was seamless. Their comprehensive induction and transition process ensured we were ready to operate from day one." Another client, a national organization servicing major corporations, praises Consultum as a great partner who understands their business and continuously adapts their services to meet their evolving needs.
Our marketing team has also received high praise from a satisfied client who describes them as an invaluable resource. They have successfully helped increase the practice's profile within their local area, providing tools, resources, and marketing expertise that make promoting their services feel effortless.
At Consultum Financial Advisers, we are dedicated to providing exceptional support and services to help you thrive in the financial planning industry. Whether you are seeking practice development, research insights, software solutions, or marketing assistance, we have the expertise and resources to assist you every step of the way. Contact us today to learn more about how we can help you build a successful financial planning practice.
Location & Phone number
61 High Street, Eaglehawk, Victoria 3556, Australia
Hours open
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
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