Financial Planning for Business
Fiducian financial advisers understand the demands on a business owner. After all, most of them run their own financial advice practices.
They know that if you’re running a business, the one commodity you probably wish you had more of is time. More time for business strategy, more time to lead and mentor your staff, more time for your customers, and perhaps more time for your family.
Why Work with Fiducian?
We back your success — so you can focus on your clients.
🏢 National Brand + Trust
Access to the credibility and resources of a national ASX-listed group.
📈 Business Growth Support
Grow faster with strategic onboarding, operational guidance, and business planning support.
⚖ Advice & Compliance Framework
Industry-leading compliance processes that protect both you and your clients.
🛠 Complete Back-Office & Paraplanning Support
Reduce administrative workload with dedicated paraplanners and tech systems that streamline your workflow.
💰 Investment Solutions That Deliver
Offer clients access to Fiducian’s respected Manage the Manager investment system.
🤝 Community & Culture
Be part of a supportive adviser network that shares knowledge, values, and ambition.
Hear from Those Who Made the Move
“I have operated a Fiducian Franchise for over 2 decades. The support from all areas of the Fiducian Group makes my job of running my business easy. In times where I have had health issues, the Fiducian Team has gone above and beyond to make sure my business runs smoothly in my absence. I wouldn’t consider any other Licensee to partner with to help my business grow and be continually successful.”
— Shane Pinkerton, Franchise Owner, Hunter
“Joining Fiducian allowed me to grow — without compromising how I look after my clients. The systems are supportive, the culture is collaborative, and I feel in control of my future.
My clients are supported with superb solutions supporting their best interests and having the reliable back up of our wonderful Fiducian Client Services staff frees up my time so I can look after my clients better”
— Greg Woods, Franchise Owner, Randwick
“Since joining Fiducian, I’ve been able to grow my practice without ever compromising my clients’ experience. The culture is supportive, the systems make life easier, and I have great confidence in what’s ahead.”
— Michelle Halvorsen, Franchise Owner, Caboolture & Bayside
“As a Fiducian Franchisee for over six years, I appreciate working for a Licensee who prioritises my interests. Communication with Fiducian Head Office is strong, which is valuable since our office is remote. Previously, when I worked in large bank financial planning divisions, I felt like just a number.”
— Leon Versace, Franchise Owner, Toowoomba
“I have been with Fiducian for almost 5 years, and 3.5 years of those as a franchisee. I personally like having a defined brand behind me as it puts my business in a different brand in the market. I don’t have to develop a brand upfront, but I still have the flexibility to develop my own personal brand and marketing plan within my business. I have support from day to day running the business, marketing, technology and so many other things. Fiducian genuinely cares about their franchisees and this shows in their day to day support. We enjoy a steady stream of website leads. A year ago, we were able to move into our own branded office and this move has generated a significant upswing in clients and leads. If you haven’t considered this style of business, I highly recommend taking to the team to find out how you fit with us.”
— Renee Hush, Franchise Owner, Macarthur
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