FP Advocate

Welcome to FP Advocate, located at Docklands Drive, Australia. We are an establishment that specializes in finance and are considered a point of interest in the industry. As a Financial Planning Advocate, we offer professionals like lawyers, accountants, mortgage brokers, and retired financial advisers the opportunity to create a new income stream for their practice without the need for licensing.

By becoming an advocate, you can bring financial planning services to your clients while maintaining control and ensuring that all services provided meet your high standards. We communicate through you at all times, so you never have to worry about losing a client to a financial adviser. You act as the quality controller, ensuring that your clients have the best experience.

As a financial planning advocate, you will receive a share of all fees charged for financial planning, including upfront and ongoing commissions on risk insurances. This creates a brand new revenue stream for your practice with minimal effort. Financial planning fees are highly valued, and this additional income can greatly increase the goodwill of your practice.

To further support you in your role as a financial planning advocate, we provide complimentary SMSF and trust setups from one of Australia's leading legal document services. Additionally, you will enjoy a complimentary website and content service valued up to $2,600 per annum.

Being your client's financial planning advocate is the best way for them to receive quality advice. With your intimate and expert knowledge of their needs, you can arrange for quality advice in just a few minutes. Our case study series and financial planning approach will help you understand our process and our commitment to putting your client's best interests first.

We understand that professionals like yourself have questions, and we welcome them. In fact, we love answering questions as they help us improve our process. To assist you, we have compiled a list of frequently asked questions that you can find on our website.

To get started as a financial planning advocate and enjoy all the benefits from day one, join us at FP Advocate. Together, we can bring financial planning services to your clients and create a new income stream for your practice.