Secure Your Legacy
1. Why Succession Planning Matters
Your days are spent planning your clients’ futures, so let’s plan yours. Without a clear plan, succession can create uncertainty and risk. Whether you're preparing for retirement or planning a staged exit, a well-structured succession strategy helps preserve the value you've built.
✔ Maximise the value of your practice
✔ Ensure a smooth transition with flexible options
✔ Client satisfaction is paramount
2. The Fiducian Difference
At Fiducian, we bring three decades of industry experience and deep insights to help you navigate this important phase of your journey.
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Step 1: Discovery
We explore your goals, timelines, and personal vision for the future.
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Step 2: Stakeholder Alignment
We collaborate with both you and your Partners, or co-owners, to align expectations.
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Step 3: Strategic Planning
We are flexible and present practical strategies tailored to your business and desired outcome.
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Step 4: Trusted Collaboration
We’ve completed successions with a broad range of business, from smaller advice firms to banks leaving the industry. Our professional team will support you at every step of the implementation process.
3. Practice Valuation
Know What Your Hard Work is Worth
Before you plan for retirement, let’s model where your practice stands. Fiducian is offering a financial planning practice valuation to help you make the most informed decision.
- Assess current market value
- Identify key drivers to maximise multiple
- Confidential with no obligation
4. Why Partner with Fiducian?
We’re Not Just Planners – We’re Long-Term Partners
Fiducian has been supporting financial advisers for nearly three decades with succession, licensing, and practice growth. Our philosophy is built on integrity, trust, and expertise. Feel comfortable that we’re:
✔ A trusted national brand
✔ Have a deep understanding of financial advice businesses
✔ Flexible to full-service support — from licensing to eventual retirement and exit
Ready to Start the Conversation?
Get your complimentary business valuation and take the first step towards a wise plan for succession.
DISCLAIMER: The information on the Fiducian website is not intended to be a recommendation, offer or invitation to invest. Any advice is general in nature and does not take into account your investment options, financial situation and particular needs. Please consult your financial adviser for advice about making investment decisions.
