Welcome to
P3 Financial Services Support
P3 is a Bridge to ‘financial wellbeing’ through quality and professionalism.
We provide a wide range of support through our ‘Service Hub’, working with new, established or businesses seeking growth. We add value by:
- Supporting your business to maximise returns
- Sourcing suitable professionals
- Providing your business with solutions to grow
Our support services include: Technical Analysis, Paraplanning, Marketing, Client Servicing, Infrastructure & People and Professional Development. The Service Hub.
Our ethos is to embrace:
- ethical, social and sustainable responsibilities of all activities
- a dynamic working culture based on expertise, professionalism, integrity, and trust.
What we Offer
We provide financial advisers access to an efficient and effective financial planning offering.
Applying the principles of client servicing including resourcing and marketing to help you achieve positive client outcomes.
We provide fund research and monitoring to take the worry and hassle away from your portfolio construction.
The infrastructure of your practice is crucial to running an effective business.
We provide training to cover all areas of holistic financial planning.
Successful organisations tend to use processes to achieve their objectives and operational efficiencies.
Why Us
Using our pillars of service through our P3 formula of people + process = performance is designed to maximise your business operation
People
Integrate professional people and competence management to provide quality service.
+
Process
Work with you to provide a process-oriented approach to ensure end-to-end service
=
Performance
Added value and performance growth to allow your business to thrive
