YOU'RE IN GOOD COMPANY Past and present clients
Profit
To reach the profit sweet spot of 40% EBIT
People
And the right team around you
Most advice businesses never reach their potential because the owner is drowning in admin and putting out fires for 60+ hours a week instead of focusing on client relationships and growth.
At The Wealth Network, we help you escape the expensive job trap. We transform overworked advisers into owners of thriving, profitable businesses—whether you're launching a new practice or taking an established one to the next level.
Plan
An ambitiously achievable
business roadmap
From expensive job to profitable business
Process
With your advice delivery
experience humming
We're Dean and Paul
We coach and invest in financial planning businesses
After 20+ years building, breaking, and fixing advice businesses, we've got the battle scars and hard-won wisdom that only comes from doing the work.
With our proven process - The Wealth Network Way - we help advisers make the shift from working frantically IN their business to strategically working ON it.
The freedom that comes with that change doesn't just create better businesses—it creates better lives.
“Dean’s extensive experience with successful practices has helped me solve issues before they arise. He consistently provides ready solutions, demonstrating his deep understanding of growth stages and common hurdles for financial planning practices... success comes from repeated right actions, and his accountability coaching keeps me on track.”
Mike Miller
Emerging Wealth
"As a new entrant to the professional of financial planning and as a part-business owner, the known and unknown knowns and unknowns are immense. Dean has been instrumental in guiding and coaching me through some challenging situations as well as helping me put in place core principals and practices that have significantly improved my ability to deliver financial advice."
Anthony McInnes,
Absolute Wealth Advisers
"Our business has engaged Dean for the past 3yrs + and he has been instrumental in guiding us towards a quicker path to success. From simple suggestions to knowing what services or software will work for our business, to insights into the operating financials and ways of improving our profitability. Having Dean in your corner will speed up and improve your success in the world of financial advice! Highly Recommend..."
Michael Price,
Insert Business or Position
"We've used Dean & TWN for 4+ years now. Prior to engaging with Dean, we were just floating along, a little directionless & not really operating as a great business...He's stopped us from floating along, spinning our wheels to operating as a really efficient & effective business. We feel clear on our direction. Highly Recommend."
John Manserra,
Director Apex Advice
"Dean is extremely knowledgeable about the world of Financial Planning here in Australia as well as overseas. Has helped immensely simplify the complex & has so many great connections. Highly recommend."
Marcus Larcombe,
Financial Adviser Apex Advice
"My business partner and I engaged Dean to help evolve our advice business and he has been excellent in his insight and support. Highly recommended."
Mark McShane,
Director Chrysalis Lifestyle Planning
RELEASING EQUITY
Financial Advice Practices
Needing Capital + Direction
For advice business owners looking to free up equity without selling out - whether for succession planning, personal needs, growing your team, or acquisition.
You get the cash in hand plus the coaching to make your stake worth even more.
Helping financial advice businesses at every stage
From overwhelmed adviser to amazing business owner
1.Let’s Chat
Let's get on a Teams meeting to see if we're
the right fit for you.
2. Take Action
Get access to our proven systems, business cadence, and adviser network.
3. Freedom + Profit
Focus on what you do best with the structure, accountability and support to grow profitably.
Join The Network Effect Newsletter
For battle-tested business tactics and practical wisdom that helps your financial planning practice thrive.
For financial advisers who'd rather execute than theorise.