DKN provides solutions that address the five key drivers of a Financial Planning Practice.  <Click here> to download DKN Offer.

Platform Solutions

Platforms make financial planning practices more efficient by offering consistent and efficient client setup, transacting, reporting and adviser fee collection.  That means more time available for staff to spend focussing on business and client needs.  The degree of consistency and automation are key factors impacting the value of a business.  Platforms can therefore serve to increase the value of a planning business as an asset.

• DKN's collective buying power means we are able to source and provide platforms with competitive fees
• Our philosophy of choice enables financial planning practices to select the most appropriate platform for their business and clients
• We can help financial planning practices assess the most appropriate business solutions and then assist with the integration in their practices
• Our buying power provides a framework for practices to escalate product development requests or support needs
  

Acquisition & Succession Solutions

DKN offers a solution to financial planning practices that are in the market for Acquisition, Succession and Expansion assistance, including access to financial and equity stakes.

DKN has determined that by being a leader and expert in assisting financial planning practices grow through equity and loans it can strengthen and grow practice relationships which builds profit and adds value for DKN shareholders.

Over the next 3-5 years the industry will see substantial succession and merger activity within financial planning practices.  During this period the industry will produce a significant number of professional, profitable financial planning practices within the non-aligned sector.

Practice Solutions

The Practice solutions package centres on the provision of core services that your business needs.

The DKN License Governance Service helps licensees understand their AFSL obligations in terms of licensee compliance, Authorised Representative management, risk management and policy and procedure implementation.

By reducing the burden of license management, advisers have more time to take advantage of the benefits and freedom that managing their own AFSL provides.

As part of this service DKN will help licensees source and coordinate outsourcing partners in areas such as; financial planning software, research, approved product lists, model portfolio construction ideas, compliance & audit support and training and development.

Product Solutions

By using its collective buying power DKN offers affiliated financial planning practices a high-quality range of specialised product and investment solutions. As market needs change DKN will continue to source premium brand products that meet the needs of affiliated advisers.

Through a selection process DKN combines the buying power of associated practices to source opportunities that deliver value to financial planning practices and their clients; these include capital raise and IPO opportunities.