Joining the Premium Group
Share in our success.
Premium is about taking a shared approach to success. Since forming in 2000 we now have already 22 member firms and $2.5 billion under advice.
In order to share in our success we need our member firms to demonstrate their own success. To do so we have set an objective entry requirement: Premium members must have at least $20 million under advice.
This ensures that all of our members have a sound knowledge and experience base helping us to maintain both flexibility and momentum. It is also conducive to maintaining a culture of like-minded firms.
Members all receive access to extensive technical resources which provide advice and solutions to meet virtually every financial planning need.
An important aspect of Premium is that we are wholly owned by our members – we have no institutional investors. This means that members have total control over how our business is run.
When you join Premium you are offered the opportunity to take up equity in the Group. Because of the way we are structured no one member has a dominant equity stake.
The best way to learn more about your opportunity to become part of Premium is to get in touch with us.