Management Consulting
Strategy| ProjectManagement | Execution
Management Consulting
Strategy| ProjectManagement | Execution
What We Do
Helping our clients achieve their vision
We are a independent management consulting firm that works with Australian financial services companies in wealth management. Our consultants work closely with senior leadership to design, plan, execute and deliver on their key strategic initatives.
Businesses need help to advance their strategic initiatives. Often the work cannot be completed as "part of your day job". If it is important, it needs focus, dedicated time and experienced resources. This is where we can help.
Our Services
Management consulting to Australian Financial Services Licensees
Our clients include the top 8 Financial Advisory licensee Groups in Australia and the Technology and Wealth Platform firms who service them.
Our services include:
- Strategic management consulting
- Program and Project Management
- Governance consulting
- M&A post acquisition integration projects
- Operational Risk Advisory
- Compliance Advisory
- Advocacy and regulatory liaison
- Independent board membership and board advisory
Adrian Kwa B.Comm (Acc) CA
Managing Director profile
Over 30 years of experience in Wealth Management. I have worked as a Senior Executive in Afor 3 of the 4 major Australian Banks, a large llisted wealth manager and KPMG Consulting. I have delivered major programs in Australia, the United Kingdom and Singapore.
Some of the Projects we have delivered
We have delivered major complex programs of work from design to execution including:
- Leading the integration programs merging 3 financial planning groups and forming the largest financial planning group in Australia.
- Business case and financial modeling for strategic initiatives.
- Governance and assurance framework transformation for a large Financial planning network.
- Developing and leading the HNW advisory offer for a major Private Wealth firm
- Launching a Managed Accounts offer and embedding it in a leading private wealth advisory firm.
- Industry advocacy and policy development for 8 advice licensees.
- Building a multi channel scaled advice and intra-fund advice business. for a Super Fund Trustee.
- Investigations into financial adviser misconduct.
- The creation of systemic Advice and ongoing service remediation programs.
- Designing target operating models and roadmap for delivery.
- Regulatory investigations and assurance reviews.
- Board advisory and Investment Governance Committee membership.
Why Us?
Our consultants combine the experience and professionalism of big 4 consulting firm partners combined with real world industry experience.
Integrity, Performance and Professionalism are our cornerstone values and how we work with you reflects your best interests.
We design and build solutions that work in practice for our client's businesses to achieve tangible results and solve the problems they need help with.
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