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[ Industry advisory · Professional services ]

Strategic advisory for financial planning, mortgage broking and insurance practices.

Advice and broking practices sit on long-tail recurring revenue — trail, renewal and ongoing service fees — that is valuable if it is measured and managed. We work with principals who want their practice run with the same discipline they expect from clients.

[ What we hear, again and again ]

The pressures inside financial planning, mortgage broking & insurance.

These questions need the business’s information and circumstances to be understood. They are not, on their own, evidence of the cause or the right solution.

  • 01Upfront vs trail income blended in a way that hides true recurring value
  • 02Ongoing service fee economics drifting against real cost-to-serve
  • 03Compliance, FDS / opt-in and licensing absorbing principal attention
  • 04Referral, marketing and lead cost rising faster than client lifetime value
  • 05Practice value and succession rarely modelled until the principal wants out

[ How we work ]

What the accounting and advisory work can cover.

  1. 01

    Recurring revenue, trail book and client retention measured in the agreed reporting

  2. 02

    Cost-to-serve per client segment reviewed honestly each year

  3. 03

    Marketing and referral economics tracked against client lifetime value

  4. 04

    Practice valuation modelled live, not at sale time

  5. 05

    Tax, structure and personal wealth built deliberately alongside the practice

[ The numbers that matter ]

Measures that help owners understand performance.

Not a long list — the handful of numbers that, watched consistently, change how the business is run.

  • 01

    Recurring revenue value

    Trail and ongoing fee book, marked to current run-rate

  • 02

    Client retention

    Active client retention and book attrition over time

  • 03

    Revenue per client segment

    What each client cohort actually returns

  • 04

    Practice value (recurring x multiple)

    What the book is worth on current performance

[ Across the year ]

Through the year — not just a tax-time call.

See how we work →

These are possible review topics, not a standard calendar. We agree the work, reporting and meeting frequency for your business. Agreed actions have clear responsibilities and are followed up.

  • 01

    Utilisation, WIP and realisation review

  • 02

    Partner / owner conversation on profitability and capacity

  • 03

    Tax, structure and partner / shareholder economics

  • 04

    Long-term plan — equity, succession and wealth outside the firm

[ The honest line ]

Advice and broking practices are valuable assets — when they're built deliberately. We help principals run the practice as the asset it actually is.

[ The next conversation ]

Run the practice as a real asset.

Bring the messy stuff. The numbers, the pressures, the decisions you've been putting off. The first conversation is structured, candid and obligation-free.

Book an introductory call →See Business Advisory

[ Other practices in professional services ]