Strategic Financial Advisers

The Price of Freedom

As a privately owned dealer group, Hunter Green receives no volume rebates from platform operators or product providers, nor is it cross-subsidized by a parent with deep pockets. We have an open Approved Platform and Product List free from any ownership constraints.

Hunter Green will not be run at a loss with some hope of a big pay-off from a sale back to an institution in the future. We intend to be a profitable, stable and viable alternative for a very long time.

As such we will never be the cheapest dealer group, however we keep our fees transparent and competitive by un-bundling the services we provide (compliance and risk mitigation), from those which others provide (research, software, training), giving our advisers the choice to build the businesses they want. With discounts and support from the major software and research providers the move to freedom may be less expensive than you expect.

And with no legacy issues or vertical integration, you'll be pleasantly surprised at how simple and client friendly compliance can be when that is the only thing on which your licensee is focused.

What our advisers have to say:

"We are a bespoke wealth manager with an advice and SMSF focus inclusive of SMSF administration.  

We found that our approach was not well-supported by standard dealer groups and have enjoyed a refreshing change since moving to Hunter Green.  Greg made our decision to switch very easy and comfortable by demonstrating his comprehensive understanding of our business model.  We were also very happy with the support  throughout the actual change over process.

We have now been with Hunter Green for over six years.  Hunter Green provides us with the autonomy we feel we need to run a successful practice, whilst also providing peace of mind in knowing that the Hunter Green team is happy to provide guidance when needed.

 We anticipate a long relationship with Hunter Green."

Chris Humphrey, B Comm, CPA, SSA

                                                                                                                        Chris Humphrey Private Wealth Management

Authorisations

Hunter Green’s base authorisation and fee is outlined below.

Second and subsequent advisers within the same business may receive a discount.

However,we are open to tailoring your authorisations (and therefore the support, training & compliance required) to suit you and your business, including different authorisations for different staff members.  

Financial Adviser

$29700 pa ($2475 pm GST inclusive) / plus PI Insurance Cost Recovery capped at 3.3% (GST inclusive) of advice revenue, (minimum $550 per month). Invoiced annually in advance but collected in 12 monthly instalments.

A Financial Adviser is a holistic adviser who provides wealth protection, superannuation and investment advice. (Note we don't provide credit advice or derivatives advice)

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