Consulting Services

CONSULTING SERVICES

Our consulting services are tailored to businesses wanting an Australian Financial Services License (AFSL) and those that have an AFSL.

It is timely to use our consulting services as the Financial Advice industry is about to experience massive change and this brings great opportunity.

But a massive threat to those who don’t adopt to the changing business environment.

Intrinsic, the epicentre of your needs

We bring together all aspects of your financial services needs. We can do this as we have managed AFSL businesses for more than 35 years. This included setting up several successful businesses from scratch.

OUR APPROACH TO CONSULTING

Engagement

We offer various tiers of consulting. You can engage us for a specific project or a broad engagement. For example, a specific project might be a services provider search and recommendation. A broad engagement might be a application for an AFSL, liaising  with ASIC and lawyers and the provision of all policies and procedures necessary to be granted an AFSL and build a successful business in the retail and / or institutional markets.

The following table provides an overview of the various stages of consulting we offer.

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