Considering Selling a Financial Planning Business? Consider Becoming an Oracle Office!
At Oracle, we have the expertise, financial backing, experience, and support infrastructure to assist you to grow your financial planning practice. If you are looking at selling a financial planning business, then you’ll find Oracle the perfect fit.
We are highly flexible in how we work with people after they sell their business to us – perhaps you want to maintain your office under the Oracle banner, and benefit from the value of the brand and our deep reach into clients across Australia. Or perhaps you are looking for a change and would like a salaried position at a new or existing Oracle office? We are here to accommodate your career goals when you decide that selling a financial planning business to Oracle is the right way forward.
We provide a comprehensive range of supports to those offices that we acquire. Training, Paraplanning, Business Support, Technical Support, Succession Planning, Compliance, Oracle Model Portfolios, Marketing and Communications are all services that are highly tuned to deliver exactly what you need to take your office to the next level. Our deep and broad expertise means that we understand the market like no other, and your entire office environment will benefit from that knowledge transfer – your staff will appreciate the career development opportunities, and your clients will benefit from the additional support behind your operations.
Are you the right fit for Oracle?
If you are looking at selling a financial planning business to Oracle, then you’ll appreciate that as a growing, dynamic brand with a client base that appreciates our strong set of values, we’re only looking for the finest partners. We look for practices that put their client’s interests first, have a genuine interest in growing and developing, have a completely ethical and compliant approach to business, and would like to reduce costs – both their own cost of business and the costs that their clients are paying.
In return, we guarantee to be “hands-off” and allow you to maintain control over your clients and practice. Many people decide that selling a financial planning business to Oracle is the right direction for them because it doesn’t change how they work. We believe in autonomy and trust that each of our offices understands how to work with their clients best. It’s just that we provide the support structures and scale that allow each of our businesses to do that even better.
We are also interested in business leaders of practices of all sizes. Whether your business is just you and a handful of clients, or an established independent practice that is looking to take the next step in its growth trajectory, we want to hear from you and discuss what selling a financial planning business to Oracle can do for you.
As a group with offices in Sydney, Brisbane and Melbourne, right through to Wagga Wagga and Rockhampton, Oracle has its finger firmly on the pulse when assisting Australian individuals with their wealth, and businesses with their accounting challenges. Leveraging off that expertise and heritage is the best reason for selling a financial planning business to us, so contact us today and let’s talk about what we can do for you.