The mission of Continental Wealth is to deliver high quality financial solutions to Australians. By authorising experienced advice practitioners, Continental Wealth is confident consumers will achieve their long-term financial objectives, thereby accessing the lifestyle to which each aspires.
Continental Wealth is part of the Holzworth Partners group, a professional services firm delivering exceptional service outcomes to clients across a broad array of disciplines, including:
- taxation planning, management and compliance
- legal services – estate and succession planning and management, property services (incl. conveyancing), family law, criminal law, employment matters, etc
- business advice and consulting services
- mortgage and finance brokering
- bookkeeping and full service accounting
- real estate services, especially as buyer agents
- business brokering
Authorised Representative Pricing
Continental Wealth offers fixed price AFSL Authorisation commencing at $18,000p.a. (plus gst). Bespoke fee arrangements can be made on a commercial considerations basis, especially where utilisation of other Holzworth group business services occurs.
A number of inclusions (see Dealer Group Services) will be identified on a tailored basis for each advice business authorised.
Proportional professional indemnity (PI) insurance is calculated based upon the advice businesses activities.
Utilisation of additional services offered by the Holzworth Partners group will be derive fee discounts reflecting your priority arrangement as an aligned authorised representative. Clients of an advice practice referred to other services provided by the Holzworth Partners group will receive priority pricing. The authorised practice may pass this pricing onto clients or add a margin for client activity management.