Financial Fitness Limited, a member of the LodeStar Group and one of Wellington region’s longest established personal financial advisory firms, wishes to establish relationships with financial advisers or advisory firms in Lower North Island centres, to compliment our existing offices in Wellington and Masterton.
The relationships that we envisage are likely to initially take the form of a joint venture, with the ultimate objective of a merger, or Financial Fitness purchasing the business in the event of the principal’s retirement.
We are especially interested in entering discussions with advisers, who feel that their businesses would benefit from the economies of scale, systems and business disciplines that a national group with local strength can offer.
If you operate a professional and successful financial planning practice, but feel that you are unable to maximise your income due to being bogged down with administration and all the other non revenue generating aspects, then it may be worth us talking. We believe that with the systems and processes we have in place, we are well positioned to assist you increase both profitability and business value.
If you want to make a positive change, then there is nothing to be lost in contacting us. Any discussions will be in the strictest confidence. Contact Craig Wylie: P O Box 2697, Wellington. Telephone: 04 473 7723. E-mail: craig@financialfitness.co.nz.