“The Risk Adviser uses innovative problem solving to deal with issues before they arise.“

Adviser Business Development

We can offer a simple Authorised Representative solution that does not interfere with the way you want to run your business. This approach will allow your business to grow as you want it. We have no institutional ownership or financial backing. As we are a Risk Preferred Dealer Group we don’t allow fund managers to promote their latest managed fund, we simply assist you in providing asset protection and estate planning strategies for your clients.

Compliance

RPD Group offers comprehensive hands on compliance services that will allow you to get on with business.

Our compliance is designed to complement the “Risk Management” of your firm that doesn’t hinder operations.

Rather than using the ‘Big Stick’ approach, you will have a partner in RPD Group Advice; one that is determined to fulfil all legislative requirements without interfering in sales and business development.

At RPD Group Advice we firmly believe that business growth and compliance are not mutually exclusive.

Client Ownership

At RPD Group Advice we believe the individual adviser owns their client and not the dealership. We therefore have no rights to the client.

This is an important consideration for every adviser.
We will, however, offer assistance for those advisers preparing their business for sale.

Capped Fees

An important consideration for many Advisers is the cost of dealer fees.

We will provide a capped adviser fee and not a complicated tiered fee structure.

Other services we offer are on a fee for service basis allowing the adviser to choose what their particular requirements are. This puts the adviser firmly in charge of their practice running costs.

By taking a pragmatic and practical approach the Risk Adviser can solve operational problems or build a wider strategic perspective. 

Find out how RPD Group Advice can help you.

Contact Us