Aggregation with LFG

 

Do you feel like you are floundering in the new financial regime? Are your questions going unanswered and feel unsupported? We are here to help! LFG is an aggregator that has stood the test of time (Mortgage Link) and has been in the business for over 30 years.  With our support network, you do not need to feel this way any longer.

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Our CRM - Advice Link

 

Marketing leading technology to support your business and the changing environment that we operate in.  Enjoy the benefits of a seamless advice process and compliance support with our easy to use, state of the art CRM - Advice Link. 

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Fee Options

 

We offer choice!  We have several fee options available that range from a 0% commission split with a monthly aggregation fee to NO monthly fee and a larger commission split. Talk to us today.

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Audits & File Reviews

 

Whether you are operating under the LFG FAP or using our in-house Compliance services, you can utilise the built-in feature of Audit and File Reviews with Advice Link.  Take the stress out of giving advice, knowing that you are compliant in all aspects of your advice process.

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PI Group Scheme

 

Very competitively priced PI Group Scheme accessible to all advisers under Link Financial Group.  

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Training and Development

 

LFG runs an annual conference, PD Days and online professional development sessions.  You will also have access to a Personalised Professional Development Platform where you can build and manage your Professional Development Plan, upload prior learnings and upload and monitor your CPD credits.

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Adviser Collaboration Platform

 

Need some advice on a deal? Not sure how to help your client? You would have access to an Adviser Collaboration Platform with LFG where you can tap into the wealth of knowledge of our existing advisers.  Workshop deals and not feel like you are the only fish in a big pond.  

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Want to find out more? Contact us today!

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