Hello fellow wealth professionals,
A lot has happened over the last few months, so I wanted to give you a quick update and let you know about a special capital raise exclusively available to the advice community.
As you’ll see in the video at the link below, we’ve made some great progress and are bullish about the opportunity to enable advisers to build more robust/profitable businesses, by delivering a better client experience more efficiently; i.e. better and more affordable advice to more clients.
One of the most rewarding aspects of our journey thus far, has been the partnership we’ve developed with our customers. The original intent of Fin365 was to enable my own advice business to take advantage of the disruption I felt was inevitable. It was actually other advisers who helped me realise the extent to which my desire for a better approach to technology was shared across the industry. Since releasing Fin365, this realisation has been reinforced by the fact many of our customers have also become investors. At present 80% of our company is owned by practising advisers.
Microsoft’s CEO, Satya Nadella, recently stated “Our business model is based on our customers being successful. If they are successful, they will pay us.”, a sentiment I share wholeheartedly. In my opinion, a cooperative model where all parties benefit from each other’s success is the only way to ensure a thriving industry that can continue to deliver positive financial outcomes for Australians.
I’m, therefore, excited to invite others within the industry to contribute to our mission and share in our success, by participating in a capital raising round available exclusively to the advice community; our own private “industry crowd fund” if you will. To participate, you must at some point have been an owner, employee or authorised representative of an AFSL holder.
If you are interested in learning more about the opportunity to invest in Fin365, please drop us your filling out the form. Please also feel free to forward this invitation to any colleagues you think may be interested.
Regards,
Stephen Handley
Founder and CEO
