We hear constantly that compliance is so burdensome that charging an appropriate fee is really challenging. Dealerships fees are going up, compliance costs are going up and the press never helps. We hear that the industry is fractured with too many voices and businesses focused on their outcomes and not the advisers. Therefore, we are not aligned with any institution, dealership and have absolutely no conflict of interest. We have observed that too much industry time and money is wasted on noise and not enough invested in you.
How can we help?
Our focus is the individual adviser and his performance in front of the client, whether you are a standalone or part of a larger practice that doesn’t have the time or the skills too coach you individually. We don’t lecture you or run group webinars to make us easy money by simply passing on trendy ideas. We sit next to you and we individually coach you to have deeper and more meaningful conversations with your clients. We constantly pull apart and challenge the way you engage with with real clients and we help you modify that for better outcomes. We coach you to better articulate your worth and your value to the client in a way that fits with you and your style. The end result is you will find fulfilling your B.I.D. obligations easier and clients will pay you more.
Gary has been in Financial Services for nearly 40 years. He has been an advisor, a bdm, a pdm and held national roles with fund managers and dealerships.He has successfully coached bdm/pdm sales teams and many financial planning businesses. The last 15 years has seen Gary build a successful consultancy business specialising in financial planning and associated professions. With years of hands on experience, Gary brings a wealth of practical and sensible ideas and solutions to white collar professionals. He has a strong track record of helping advisors determine and achieve their goals. Gary has a particular interest in helping advisors be renumerated appropriately by the right clients for the value that they bring to those clients tables. Helping advisors understand their value and then being able to articulate that value and being paid appropriately is a corner stone of Gary’s work.
Ask a Question / Schedule a Meeting
Our Success Stories
Hear what companies have to say about
their experience using Forte
Wills Financial Planning
Business saleI had heard Steve talk at a seminar about the sale of FP practices. I had kept the information on Steve in a file and made contact with him when I was ready to sell. I found Steve to be very professional, ethical and diligent. After providing him with the detailed information he requested, he then proceeded with the sale process. I was expecting this to take 18 month to 2 years. Within a few weeks Steve had a number of ASX listed companies and advisers whom were interested in purchasing my asset. The Sale documents were signed on 6 months later
Business SaleForte’s focus at all time is on the client outcomes or in my case the advisers we looked after. The decision making is a large part on culture and then on the commercial aspects of the transaction. It is not easy to sell your business but it gives great comfort to work with professionals who have networks, processes and understand the marketplace intimately.
Business saleUltimately it was a very positive experience working with the team at Forte. Steve was committed from day 1 to finding the right fit for my business & clients. A sale of any business has its challenges but Steve's processes, experience & communication ensured a smooth journey and positive outcome for all parties. If I were to do it all over again, I would certainly engage Forte Asset Solutions.... because if you are going to do something, do it right.
The Taggart Group
Business saleI can never thank Steve Prendeville and the Forte team for making such an important decision, seamless enriching and undertaken at a level that was so professional and diligent. Steve is an incredible person, highly intelligent, extremely commercial, sympathetic,and respectful of how businesses are to be bought,sold or merged with the right culture and people. If you are considering any of these particular transactions in your business Steve Prendeville, his staff and business is the organisation to deal with. I cannot recommend them highly enough and I say publicly thank you, thank you, thank you for what you did for me, our business and family.
Business saleHaving never sold a business before, we were understandably nervous but we received invaluable guidance, support and advice through a lengthy but ultimately worthwhile process. Forte's experienced, steady views on things were fantastic. We have now successfully merged our business with a firm that is an ideal place for our clients and our staff - mission accomplished!
Business saleIt was fantastic to deal with Steve and his team. We are so happy with the outcome they have managed to accomplish for us.Client care and cultural alignment were the two crucial factors for us. I believe we have not only achieved that but achieved a complete win-win for all the stakeholders involved. It was only made possible with Forte’s ongoing help, patience, systematic approach, professional guidance, and extensive network.I am truly grateful for all the hard work that the Forte team put in to assist us with the transaction and would be very happy to recommend their services to my peers in the industry.