Partnering with Millennium3
With a proud heritage, Millennium3 has been partnering with advisers to build successful financial planning businesses for more than 30 years. We know what it takes to run a great business and we understand that every business is unique.
Today we work with approximately 300 advisers across the country. We’re passionate about supporting each and every one to build their business and help clients achieve their financial and lifestyle goals. Let us partner with you on your journey.
Your P&L Strength and Growth
You have the freedom and flexibility to run your business. We understand that every business is unique and we can offer experienced support to help you grow your business.
Millennium3 encourages advisers to focus on their clients and their own business. You own your brand and your business collateral which shows your business name. Most importantly, your client relationships are owned by you.
Furthermore, Millennium3 remits your commissions weekly so practice operations are sustained by a regular cash flow.
At Millennium3 we offer the leadership, resources and support you need to deliver the highest quality advice to your clients, while reaching your own business targets. You have the freedom and flexibility to run your business.
Millennium3 invests in its advice delivery capabilities allowing you to retain your client focus in the advice you give. Our Licensee Support Services include:
- Advice systems and support
- Client lead generation
- Technical services
- Acquisitions and succession
- Compliance support
- Education and training
- Advice research
- Marketing & communications
- Practice management
- Remuneration services
Millennium3’s Approved Product List is extensive and together with Millennium3 approved model portfolios, there is enhanced scope for developing client plans that focus on client needs.
Ultimately, you choose the strategies, products and managers that are right for your client.
You will benefit from the security and support of a large organisation with capabilities in investments, risk, general insurance and self-managed super. Millennium3 has the size, scale and resources to:
- Support your advice process and enable you to deliver quality advice. With the ever increasing emphasis on delivering quality advice, Millennium3 ensures its authorised advisers are well equipped with extensive support services and resources to maintain industry compliance.
- Support your business – our adviser services team is always available to attend to your concern.
- Grow your business - Millennium3 work with you and local professionals to facilitate formal and informal referral networks.
- Grow your skills and knowledge – Millennium3 have a dedicated Adviser Development team to assist with your education and training achievements.
Millennium3 harbours an adviser network which recognises best practice both in the financial services industry and outside of financial services in the social community. Our program of conferences and events are developed to encourage adviser awareness of broader aspects related to lifestyle financial planning as well as providing an opportunity to recognise those that have given back to the community.
Talk to us
The world of advice has changed a lot in the past 30 years, but the role of the adviser remains the same – to provide the best possible guidance and support to clients. We help our advisers focus on delivering that superior service while we focus on providing the infrastructure and insights you need to succeed.