Become a Partner
As a partner, you will be empowered to grow your own successful practice under the Galileo brand. You will own a majority share of your income stream and your practice will be an asset for you and your family.
The Vision for Galileo Financial Planning
To build a partnership of financial planners to foster entrepreneurship and maintain quality planning for our clients. To solve the challenges of increased compliance, succession planning and the availability of capital for advisers.
Why Galileo?
A Trusted Brand
We are a recognized brand and trusted voice on personal financial matters
An Experienced Team
Our team are all seasoned executives with experience in financial planning, asset management and banking
Unbiased Advice
You will be encouraged to do what you think is best for your clients and never be incentivized to do otherwise
Ease of Business
We enable you to do what you love – give great advice. We’ve got a handle on compliance, systems, reporting, marketing, HR and finance
Accelerate Growth
We consult and advise you on how to continue to grow your practice
We Enable Succession
We help you identify successors, help to structure the transition and ensure the process is seamless for your clients
We're guided by these core principles
Client focused – We put our clients’ interest first. By being rational and objective, we do what is best for our clients, so that they can live life with peace of mind.
Best Advice for Clients – Partners are encouraged to always give the best advice to their clients.
Nurture Entrepreneurs – We partner with entrepreneurs and work to support them to take their practices to the next level.
Excellence – In the pursuit of excellence, we strive for best practice in everything we do.
What are you looking for?
Whether you are an experienced adviser looking to start your own practice, an adviser with a practice looking for a partner for growth, or you’ve built a successful business but are struggling to find a successor, we might be be able to help.
Start your own Practice
You’re an experinced adviser who wants to build your own book. You might need a license, some financial runway and support. We can help.
Help with Succession
You haven’t got your succession figured out or need funding to make it happen.
Partner for Growth
You run a successful practice but need to take your business to the next level. You want someone else to worry about compliance, reporting and systems so that you can focus on your clients.
Back-up Plan
You are happy with your current business but need a plan in case something were to happen to you. We can be your back-up plan.
Our Adviser Support Services
Marketing
Our marketing strategy focuses on building a trusted brand through our very successful public relations (radio and TV) and social media strategies.
Practice Management
All partners have access to our practice consulting and advisory services. We’re constantly looking for ways to enhance our client experience, increase efficiencies and make your life easier.
Succession Planning
We help you identify potential successors within the Partnership. We can structure the transition and ensure the process is seamless for your clients.
Compliance
We provide compliance training, processes, documentation and review, risk management and control framework and PI cover.
Technology
Our best of breed IT systems include CRM, reporting, financial planning, risk profiling and business intelligence tools.
Finance
We take care of the reconciliation and allocation of your commission. We manage your staff payroll and track your large practice expenses.
Human Resources
Contracting, payroll, performance management, leave applications – we’ve got it sorted!
Training and Development
We provide your team training on our systems and process. There are also development programs for you and your advisers and business coaching for practice partners.