Services
‘The biggest potential source of growth and profitability for the financial services industry will be the pre retirement & retirement market.’ A survey conducted by McKinsey shows that only one in six pre-retirees are financially prepared for retirement and half of current retirees say that they have not saved enough. Most financial firms are still not giving consumers what they want and nearly half of affluent pre-retirees do not use a financial advisor. Most who do use an advisor say they are not getting advice on planning areas they would like. The winning financial businesses differentiate themselves in a number of ways.’
What we do
At 2integrity we believe there is a huge difference between a good advice business and a great advice business. Our expertise shows that there are a number of core findings and fundamental truisms that sets apart the successful accounting advisory and financial services businesses. What we do is offer these core strategies and solutions that will allow your accounting advisory & financial services businesses to become successful - delivering the integrity that your clients want for their retirement and your business optimisation.
All of 2integrity’s services are designed to assist an accounting & financial services business to adopt the traits of a great advisory business. We will work in partnership with you and your business model to uncover the best means to achieve these outcomes and we will project manage and facilitate the solutions to ensure we drive the growth in your business and deliver the services your clients are wanting.
2integrity is the leading provider of business strategy and growth solutions within the Australian financial planning & accounting industry. The 2integrity Advice Model is a market leading initiative that provides business optimisation, strategy, transformation and sustainable growth to your business over the medium to long term.
How we do it
2integrity offers a full service package to all three types of clients at each phase of their business cycle by partnering key stakeholders in the business to identify the key opportunities and/or challenges applicable to their business and collaboratively determine the best strategies for achieving desired outcomes. We access areas for greatest growth, optimisation and transformation such as increasing revenue; improving profitability or efficiency gains; increase service offering; distribution or pricing strategies. Finally, our team facilitates the implementation of these strategies and solutions to ensure stunning performance and the realisation of both individual and company potential. Our aim is to accelerate performance, deliver services the client’s desire, and provide the achievement of organisational goals.
It is delivered over a three year application in a series of three modules depending on your business phase (start-up, established or succession). Each year covers a business strategy timeline determined on a monthly basis of goals, needs & outcomes.
When looking at a tailor made program for your business it is designed to cover all the different service lines we have to offer encompassing the key components that make up the successful Financial Services Business for both accounting and financial planning. The range of services will assist the accounting and financial planning firms across a balanced business - clients; staff; operations and financials, to target client markets.
Generally, our research proves that most businesses do not cover all of these areas and require assistance and guidance in the four key areas - they either require direction, decision making, implementation and focus - ‘getting it done’!! Our major purpose is to inspire your business to make it happen across business strategy; client growth; staff empowerment; enhanced service offerings; implementation and client communications.
In addition, we bring our clients together twice a year to work on business strategy and outputs as a global affiliation—setting in place leadership & networking. This method consolidates ideas around marketing, business operations, products and services etc. We collectively gather the resources of all the businesses to reduce the costs, build innovative services, solve SME issues as a collective and network ideas. As well, each time we are in your business we bring the workflow, ideas and models from all the other businesses.
As we have become the leading experts in this field, we also present at conferences and professional training days for industry bodies; dealer groups and fund managers who deal with financial services community. We provide a range of leadership services for the funds management companies or dealer groups tailored to meet their clients needs.
Our Range of Services
Client Feedback
"2integrity's Advice Model, is a powerful & dynamic tool around which to build our business, giving us the framework to achieve excellent results via implementation & actually making it happen. Every step of the way is implemented, monitored, charted for results, and intertwined with the next step, giving a smooth transition between each step. At no stage do we progress to the next step without a complete understanding of the last, which in itself is an extremely effective business-building tool. They work with your business a team player to 'make it happen' like no other consulting business we have seen before in the market. This is definitely their competitive advantage."