Consulting Hub

Industry subject matter experts who are all business owners focused on providing up to date information on their area of expertise and assisting financial advisers to grow and improve their client's value proposition.

Steve Prendeville .Forte Growth Team

Merger And Acquisition

The key to success in any transaction is cultural alignment...

Narin Xavier de Saini .Partner

Legal

What’s key to a successful deal? A deep understanding – it’s at the centre of everything.

Gary Jenkins.Forte Growth Team

Business Transformation

One to one individual development designed to match and enhance your client experience and outcomes.

Phil Osborne .Forte Growth Team

Compliance

Phil's view of compliance comes from a different angle – from the understanding that you are running a business and need results; not just rules and obstacles.

Christine Bau.Forte Growth Team

Human Resources

HR Consultant providing wholistic HR support to financial planning and related practices.

Warren Gibson .Forte Growth Team

Brand and Marketing

Marketing is like a hot-air balloon, the effort is in launching. Once aloft it takes less effort to remain there