How we can help
Purposefully different
We support high-quality financial planning firms through our Responsible Business model, which places stakeholders at the centre of everything we do. This approach enables us to offer meaningful benefits tailored to each firm’s needs, while also unlocking the broader opportunities that come with being part of the Purposeful Group.
A few of these benefits are detailed below. We enjoy talking to firms at different stages of their journey, so if you would like to understand how being part of Purposeful Group could help you and your business, please get in touch.
Your brand:
We place value in the brand and relationships you have built and understand the trust that creates with your teams and clients. With that in mind we have developed a business model which allows you to retain your brand identity and supports you to continue developing your business.
Flexible deal structure approach:
We understand that everyone has different goals and objectives and our flexible deal structures are considerate of owners/shareholders individual requirements and situations. This approach helps you develop the right legacy for you and your business.
Responsible Business commitment:
An important part of our strategy is to attain group B-Corp certification, already achieved by one of our group firms, and regarded as the gold standard for firms wishing to operate responsibly. The B-Corp process provides a framework for implementing positive change.
Technology and innovation:
We encourage innovation and the use of technology. Our ongoing investment into technology allows you and your teams to continue to deliver excellent outcomes for clients and grow your business in an efficient and future proof manner.
Group expertise:
We are passionate about helping our partner firms and provide expertise, resources, professional development and support for your firm to continue moving forward and indeed grow if that forms part of your strategy and ambitions.
Intra-Group opportunities:
We are proud of the culture we are creating within Purposeful Group and provide opportunities for all Partner Firms such as training initiatives, projects and events. All designed to be considerate of your needs and help drive the success of your business and the wider Group.