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Start Building a Profitable Business Relationship

Aura Wealth, an AFSL dealer group, provides you with the resources necessary to realise your business potential.

Start Building a Profitable Business Relationship

Aura Wealth, an AFSL dealer group, provides you with the resources necessary to realise your business potential.

Who are we for?

If you’re a financial planner that is motivated to grow your business, make your clients happy, and expand your client-base; we might just be a match. If you’re already running an established financial planning business, we can help you grow and offer flexible pricing options that suit your business. 

Businessman woman in abstract image

Who are we for?

If you’re a financial planner that is motivated to grow your business, make your clients happy, and expand your client-base; we might just be a match. If you’re already running an established financial planning business, we can help you grow and offer flexible pricing options that suit your business. 

Businessman woman in abstract image
3

Reasons

We're different

3

Reasons

We're different

  • Boutique Positioning

The right size to be nimble and accessible, large enough to enjoy the collective commercial intelligence of Aura Group, one of the most innovative financial services groups in the country (learn more at www.aura.co)

  • Exceptional Support

We deliver practical business management solutions and structured implementation support through a consultancy approach, helping our adviser firms meet their goals and increase the value of their business. 

  • Flexibility

Our approved product list is open, so when it comes to getting the best for your clients, it is your choice. We offer a broad selection of risk, investment and superannuation products from preferred platforms. We also offer a flexible fee structure to suit your business. 

Fully body of businessman

The Aura Wealth team will provide you with all the back-end services needed to support you in all stages of your business

Software

Access is available to a range of financial planning software including Xplan, Artemis, Kaplan and CRM software, tools and dedicated support to help drive efficient operations in your office.

Research and Strategy

Lonsec Research and the research area of Aura Funds Management provide quality solutions-based research. Aura provides models that promote the best outcomes for your clients.

Compliance

In an increasingly rigorous regulatory environment, we work closely with you to help ensure that your compliance regulations are covered. We provide services that cover; fee disclosure statements, opt in, regular desktop audits

Innovation

Artemis Monitoring Software and Marketing CRM are your one-stop-shop for all things technical, compliance and marketing. Here you will find all the latest policy and procedures to ensure Aura Wealth planners are equipped to practice with confidence supported by our able marketing department.

Professional Development

Kaplan will be your education partner across Risk, Super and Investment advice. We provide professional development days twice annually, ad-hoc training and product strategy as well as an online structured CPD program that will keep you up to date and compliant with your CPD obligations.

Marketing

We provide a structured 3-step marketing approach to creating your brand image, generating leads, converting those leads and generating referrals from clients. For more information about this download our free eBook. In addition we also provide ad-hoc graphic design for business cards, flyers, brochures etc.

FREE Report

Financial Planning ebook

3 step marketing for your
financial planning business

Don't just take our word for it

Hear from one of our planners on how Aura Wealth has helped him grow his business to where it is today. 

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Contact Us

Level 24, 52 Martin Place Sydney, NSW 2000

E: info@aurawealth.co

P: 07 3317 4070

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