Services

The complete licensee solution

See our services below.

Not just another licensee

At FSGA, we’re not just another financial services provider. We’re your dedicated partner in helping you elevate your practice to new heights and deliver exceptional financial solutions to your clients. Since our establishment in 2000, we’ve been on a mission to empower accountants and financial planners like you to expand your range of services and provide top-notch support to your clients.

When you choose FSGA, you're not just gaining a service provider; you're gaining a team that understands the significance of our collaboration. We recognize that the work we do reflects directly on you and your practice. That's why we approach our role with utmost dedication and professionalism, ensuring that every interaction you have with us is a seamless and impressive one.

Imagine having more time to devote to your clients and offer them valuable strategic advice. By partnering with FSGA, you can make that a reality. We'll take care of the financial planning, insurance, finance, administration, and technical support, allowing you to focus on what you do best – serving your clients' needs and delivering exceptional results.

Let FSGA be your trusted ally in transforming your practice and providing unparalleled financial services. Together, we'll create a dynamic partnership that propels your success and helps you leave a lasting impact on your clients.

FSGA Services

Every service you need.

None of what you don’t.

Superannuation

Platform support and SOAs.

Investments

Portfolio options.

Insurance

Provider support and SOAs.

Analytics

Data backed guidance.

Paraplanning

Paraplanning team to support growth as needed.

Compliance

Full compliance team.

Training

Professional and skills development.

Business

Support and advice on the success of your business.

Marketing

Brand development and marketing operations.

Technology

Full CRM and client communications support.

Cybersecurity

Digital security best practices.

Communications

Email systems and management.

Imagine having a licensee dedicated to your success

Too much of the planning industry has been outdated and insular. We combined excellence in advice and compliance without sacrificing your ability to run your business effectively.

Informed by serious data

We look at all the data. We consider the alternative to be guesswork or operating on legacy. We believe we’re never good enough and strive for more by learning.

Communication and relationship building

Without a great relationship between advisers and their licensees, things break down, and the only people who truly lose are the clients we all wish to serve.

FSGA Overview

FSGA Overview

Financial & Licensee Expertise