Planning Dealer Group

Do you feel as if some Dealer Groups promise you the world, get you on board then forget you exist? Join a Dealer Group that keeps its promises and where size matters… We are small enough to be bothered, large enough to make a difference and flexible enough to grow with you!

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Why choose Ballast Financial Management?

Put simply, Ballast Financial Management is the “Boutique Dealer” where size and service matters! Established in 2001, Ballast Financial Management is the Dealer Group for the strategically diversified “boutique” national financial services group, Ballast. Our vision is simple: Be innovative, professional and responsible

Listed below are a number of reasons why the Ballast Financial Management Authorised Representative model will help you in your path to wealth and success.

For a flat monthly fee you get:

• 100% Commission Payments
• Professional Indemnity Insurance Included
• Online Training Programs - Education
• Professional Development
• Ongoing Research
• Structured Ownership of Clients
• Compliance Regime designed to keep you doing business

Ballast Financial Management also specialises in:

• Real Practice Development
• Lead Generation
• Structured Referral Program
• Succession Planning

This is in addition to:

• Paraplanning services
• Your Brand or Our Brand
• Extensive Recommended List
• Support, support, support – got a question? At Ballast you can talk straight to the decision maker

For further information please contact us.