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 Masthead Financial Planning  

For more information, visit the Masthead Financial Planning website

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Masthead launched Masthead Financial Planning on 1 October 2011

We responded to the challenges that independent brokers face by launching Masthead Financial Planning which will help to keep independent brokers in business by providing another opportunity for you to deal with the many challenges you face.

Masthead Financial Planning is an alternative to running a business under your own licence and an alternative to the tied offerings in the market. It caters for brokers who are willing to operate under a single master licence. Masthead Financial Planning assumes the Key Individual responsibilities and enables brokers who want to, to "hand over" these responsibilities to someone else and free you up to focus on things you enjoy ... working with customers and implementing financial planning solutions.

Who should consider Masthead Financial Planning?

All brokers who want:

  1. To focus on their customers, but don't want the responsibilities of a KI or business owner and also do not want to be part of a large corporate tied agency or broker force,
  2. Help in implementing a structured and assisted succession and retirement plan, thereby realising capital value. 

If you are interested in this new initiative or want to find out more information, please visit the Masthead Financial Planning website