MEDICAL ADVISOR
JOIN OUR MEDICAL ADVISORS
Goodwill Solutions (GWS) is a choice financial services provider with a unique focus on the Registered Financial Advisor looking to grow a professional practice while offering holistic financial planning to its clients. GWS is a wholly-owned Independent Group founded in 2005.
We believe in an approach that increases the financial advisors’ and their practices’ capacity to give advice and run effective businesses that optimise practice value.
OUR PURPOSE AND PHILOSOPHY
PURPOSE
Our purpose is to facilitate lasting partnerships between clients and financial advisors, ensuring that each client achieves financial freedom and wellness, regardless of the life stage they find themselves in.
PHILOSOPHY
Our philosophy is to combine best-of-breed financial advice and efficient business processes to create lasting partnerships between SFP, you, the financial advisor, the practice, and its clients.
WE ENCOURAGE SUSTAINABLE GROWTH
GWS has created an environment where, as a representative under our licence, you are supported by a dedicated management and support team that utilises best-of-breed industry knowledge, advice, and practical practice management processes to encourage sustainable growth and success within your business.
GWS takes pride in providing a balanced and competitive value offering that addresses the needs of both growing and established financial planning practices. Being an established financial services provider with a national footprint, GWS enables access to preferential support arrangements with multiple providers, thus optimising opportunities for you.
PARTNERSHIP BENEFITS
Benefits when working with us as a Medical Advisor:
CHOICE
GWS holds the largest array of product provider agreements across the industry, with categories spanning life, investment, savings and retirement, employee benefits, short-term and healthcare.
We pride ourselves that our advisors can guide clients to a fully independent solution across our product provider range. We commit ourselves to continued advisor and client choice as the cornerstone of our strategy.
GROW
Our advisors are encouraged and equipped to build and maximise the value of their practice asset through up-selling, cross-selling and client optimisation. By using business intelligence and well-founded practice development principles with the help of your management support, you can enhance the intrinsic value of your practice. The purpose is to make your practice “Succession Ready” to extract real value.
BRAND
Joining GWS positions you and your practice in a strong national brand with three key business channels: GWS, GWS Wealth, and GWS Short-term. Traditional forms of branding include the subsidisation of office signage and alternative marketing initiatives that are cost-effective but impactful. We subsidise the cost of our bespoke digital business cards and websites to build your individual brand within GWS (personalised and addressed by you).
GWS also offers investment funds and solutions branded for our advisor force, which are hosted across multiple platforms.
EASE OF DOING BUSINESS
Most of the direct value you receive from our value proposition makes running your practice simpler, freeing up your time to concentrate on the things that truly matter.
At GWS, you have access to ATWORK this suite is an Advice and Client Relationship Management (CRM) tool to enhance your experience. You will get a monthly commission statement along with various other practice analysis and management reporting facilities via our CRM tool to optimise and plan your financial strategies within your practice.
PEACE OF MIND
Regulatory change’s ever-increasing cost and complexity have placed an enormous burden on financial advisors and their practices. At GWS, you will enjoy peace of mind knowing that key items are taken care of on your behalf.
LEARN
Running a profitable financial planning practice is challenging. SFP assists our advisors through various formal and informal learning initiatives.
SENSE OF BELONGING
GWS, as a family of professionals, is more than the individuals that comprise it. From administrative support to management guidance and professional peers, all of us journey together to support your practice. Managing a professional practice is no longer the domain of a single individual and having a team to support you will enhance your chances of success.
