'%3e%3cpath%20d='M239.9%2019.18L226.9%2033.69L226.88%2033.66L198.3%2065.1C198.02%2065.53%20197.12%2066.16%20197.02%2066.23C195.97%2067.05%20194.72%2067.49%20193.42%2067.49C191.23%2067.49%20189.43%2066.2%20188.47%2064.99C178.97%2054.61%20161.09%2035.09%20159.69%2033.63H159.67L159.57%2033.52C151.21%2023.65%20139.04%2018%20126.17%2018C114.15%2018%20102.94%2022.8%2094.59%2031.51L120.46%2060.36C121.11%2057.78%20123.46%2055.89%20126.17%2055.89C128.03%2055.89%20129.75%2056.75%20130.88%2058.26C140.47%2068.76%20158.5%2088.49%20159.91%2089.97H159.92L160.02%2090.08C160.52%2090.67%20161.06%2091.28%20161.64%2091.89L161.92%2092.18H161.89C170.14%20100.85%20181.66%20105.81%20193.58%20105.81C205.5%20105.81%20216.36%20101.2%20224.65%2092.84L290.94%2019.18H239.9ZM193.42%2055.9C196.14%2055.9%20198.44%2057.72%20199.11%2060.31L225.02%2031.55C216.66%2022.81%20205.45%2018%20193.42%2018C181.39%2018%20169.94%2022.97%20161.69%2031.66L187.72%2060.3C188.39%2057.75%20190.75%2055.9%20193.42%2055.9ZM126.17%2067.69C124.86%2067.69%20123.58%2067.25%20122.55%2066.43L122.52%2066.46L122.28%2066.28L83.41%2022.94L80.04%2019.17H29L94.8%2092.49L94.89%2092.4L95.1%2092.61C103.4%20100.97%20114.43%20105.58%20126.17%20105.58C137.91%20105.58%20149.68%20100.59%20157.94%2091.88L131.89%2063.22C131.24%2065.8%20128.88%2067.68%20126.17%2067.68V67.69Z'%20fill='black'/%3e%3c/g%3e%3cdefs%3e%3cclipPath%20id='clip0_304_1833'%3e%3crect%20width='261.94'%20height='87.81'%20fill='white'%20transform='translate(29%2018)'/%3e%3c/clipPath%3e%3c/defs%3e%3c/svg%3e)
[ 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 genuinely valuable if 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.
None of these are signs of a poorly-run business. They're signs that the financial relationship around the business hasn't kept up.
- 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 strategic support actually looks like.
- 01
Recurring revenue, trail book and client retention measured monthly
- 02
Cost-to-serve per client segment reviewed honestly each year
- 03
Marketing and referral economics tracked against client lifetime value
- 04
Practice valuation modelled live, not at sale time
- 05
Tax, structure and personal wealth built deliberately alongside the practice
[ The numbers that matter ]
What good operators in this industry actually watch.
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
- 01
Monthly utilisation, WIP and realisation review
- 02
Quarterly partner / owner conversation on profitability and capacity
- 03
Half-yearly tax, structure and partner / shareholder economics
- 04
Annual 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.
[ Other practices in professional services ]