Why Go Fee for Service?
Ever since before the collapse of Westpoint, the media, regulators and now Parliamentary Joint Committees, have had an issue with the method of remuneration which Financial Planners & Advisers receive; namely commissions.
Further, as an industry, greater impetus is being placed on becoming a ‘Profession” and therefore change is imminent.
From 1 July 2012, the Ripoll, Cooper and Henry reports all point towards the same direction…that Financial Planners and Advisers Go Fee for Service.
If you view this as positive, then the change can also be a profitable one!
How can Go Fee for Service support you?
We essentially start with a blank canvass and tailor your model to suit you, not us! The drive behind any change is either desire, or need. Your ‘head-space’ as the Planner or Adviser to deliver the change to your client is the biggest factor in making it a success.
How do we know? Because since 2005, we have walked in your shoes, not the shoes of a trainer, non-practitioner consultant or theorist.
Principal Wealth Adviser and Consultant
Jason Kolevski is the CEO and practicing Principal Wealth Adviser with a genuine fee for service business – TRIGENRE. As a passionate businessman, he established Go Fee For Service to share his knowledge and support his peers in the transition to a model that he has lived and breathed since 2005 with TRIGENRE.