Created by financial advisers for financial advisers our comprehensive strategy covers all aspects of running your practice successfully from marketing to communication to compliance.
Tools and technology designed to make running your practice easier and more efficient to audit, we stay on top of the trends so we can keep you ahead of the curve.
We won’t just give you a logo or a new funky website and send you crazy rules to follow. We’re here to help, advise and guide you as you grow your business.
myonlineadvisers are an innovative dealer group designed to automate your admin and invigorate your marketing so you can see more clients (or whatever else floats your boat).
Our unique approach to marketing, communication, systems and support has been created by us … advisers with real ‘boots on the ground’ experience.
Fixed Fee Structure
No playing favourites. Everyone pays the same fees, they’re fixed and there’s no guess work or secret deals.
No Lock-In Clause
Easy exit strategy. We want partners, not prisoners, so there’s no ‘stuck with us forever’ clause.
Paperless cloud-based compliance. We’re all about efficiency, say goodbye to painful annual audits.
Peer support and expert advice. You won’t be in it all on your own anymore, we’re here to help.
Innovative Future Focus
Technology and systems that work for you. Our focus is on staying one step ahead in an efficient way.
Done For You Marketing
Comprehensive marketing solution. From websites to social media and even client retention.
We’re not going to just hand down orders for how things will need to be done and then leave you to figure it all out on your own. When things change we tell you why, when AND how to make them work.
Because we’ve started with a blank canvas, you’re not stuck with all the sorts of red tape and crazy rules that exist to make your life hard. Everything we do is for a reason, and that’s to help you succeed.
We are not going to have one of our auditors in your office for days once a year sifting through everything, we’ve got a paperless quarterly system that’s built for doing business in 2016 not 1916.
What some of our advisers have to say...
There were several things that appealed to us when we decided to join myonlineadvisers. Their on-boarding process was as efficient as promised, mainly due to the use of technology. It was easy for us to join myonlineadvisers and our application was completed quickly. Moving forward, they have been quick to respond to any of our queries and are easy to deal with. It’s a relief to be part of a licensee that doesn’t just do things because that’s the way they’ve always been done, but rather provides a simple way to interact so we can spend more time focussed on our clients and our business.
Barlow Consulting Group Pty Ltd
We have been with myonlineadvisers for going on 2 years now. We are initially attracted to myonlineadvisers as they are very tech-savvy and they process payments to advisers every week. Weekly payruns significantly help with our cashflow given that we are predominantly in the life insurance space and payments from the life companies come through staggered – weekly, fortnightly and monthly. myonlineadvisers has never missed or been late on a payment and have been more than helpful with managing payment clawbacks if a policy is pulled from inforce, so that we can continue to be paid. This is going to be even more important in the future, given that there will be a two year clawback provision within the new Life Insurance Reform Bill.
CEO Advizer Pty Ltd
Yeah, we know what it’s like out there.
Dealer groups know you need them; you need an AFSL so you can run your practice and give advice but it seems like some AFSL’s are taking advantage this. That’s why we set up myonlineadvisers, because your dealer group should add value to your practice not make it more difficult for you to succeed.
We partner with our financial advisers, we don’t just take your money and give you a name and a heap of rules to follow. Our focus is to make doing business easier, less stressful, and more profitable for you.
As advisers ourselves we know you spend way too much time doing non income producing “stuff”; we want to make it easy for you to spend more time with clients and less time on the “stuff” that slows you down.
So, if you’re sick and tired of banging your head against a brick wall with your dealer group, get in touch and we’ll talk about how we can help.