Finance for Financial Planners
Specialist funding for financial planning practices. From practice acquisition and partner buy-ins to succession funding and growth capital based on recurring revenue.
Industry Challenges We Solve
We understand the unique financing challenges faced by financial planning practice businesses.
Practice Acquisition
Purchasing a financial planning practice involves valuing FUM, recurring revenue, and client relationships.
Regulatory Changes
Evolving compliance requirements and regulatory changes impact practice operations and valuations.
Client Retention
Maintaining client relationships during practice transitions is critical to protecting acquisition value.
Dealer Group Requirements
Licensing structures and dealer group arrangements affect practice flexibility and finance options.
Our Finance Solutions
Purpose-built funding options to address your specific industry needs.
Practice Acquisition Finance
Funding for purchasing financial planning practices based on FUM and recurring revenue.
Partner Buy-In
Structured funding for partnership entry and equity purchases within practices.
Succession Finance
Support for practice succession and ownership transitions.
Working Capital
Lines of credit for compliance investment, technology, and growth initiatives.
What Our Clients Say
Hear from businesses we've helped
“Nick as a broker is part of my dream team for not only residential but especially commercial lending and has been nothing short of brilliant! Always calm under pressure and gets the job done. Very proactive and knowledge far superior to other brokers I've worked with. He's also got another option up his sleeve to ensure you achieve your goals. Absolutely no hesitation in recommending Nick for all things finance. Do yourself a favour and have a preliminary chat with Nick.”
Rachael
Commercial Lending
“Nick is an absolute gun at his job. I've been through many brokers over the years, and he is by far the best I've worked with. His knowledge in the commercial space is second to none, and the way he handles the process is completely seamless.”
P
Commercial Finance
“Nick is super professional and highly competent in his craft. He guided me with credible lending options and advice during my commercial property purchase journey. Highly recommended.”
ADS Rawal
Commercial Property
Ready to discuss your options? Get a response within 24 hours.
Start ApplicationFinance for Financial Planning Businesses
Financial planning practices generate predictable recurring revenue through advice fees and FUM-linked income. This stability makes them attractive for acquisition and growth finance when assessed by specialist lenders who understand the industry.
Whether you are acquiring a practice, buying into a partnership, or planning your own succession, we arrange finance structured specifically for financial planning businesses.
Acquisition and Partnership Funding
Practice acquisitions are assessed on normalised EBITDAE, FUM quality, client demographics, and revenue sustainability. Leverage up to 3.75x normalised EBITDAE is available for qualifying practices.
Partner buy-ins and equity purchases can be structured over time, allowing incoming advisers to build ownership while maintaining practice stability. We work with specialist professional services lenders who understand these structures.
Succession and Growth Support
Succession planning is critical for financial planning practices. We structure finance that supports retiring advisers selling to incoming partners, management buyouts, and staged ownership transitions.
Working capital facilities support practice growth including compliance investment, technology upgrades, adviser recruitment, and marketing initiatives to grow FUM.
Discuss Your Financial Planning Practice Finance Needs
Our team specializes in finding the right lending solution for your unique situation. Get expert advice today.
Frequently Asked Questions
Related Finance Solutions
Explore our full range of services available for your business.
Ready to Get Started?
Start your application today and get a response within 24 hours from our finance specialists.