Andy Marshall

Entireti Alliances, the licensee-to-licensee services subsidiary of Entireti, has launched a strategic business consulting program to support self-licensed firms to design and execute strategic initiatives, and improve performance and competitiveness.

The program has three main pillars: governance, investment processes, and client engagement. It has been designed and developed over the past 12 months specifically for AFSLs that are focused on improving efficiency, accountability, culture and performance.

The program is led by Entireti Alliances General Manager, Andy Marshall, and National Manager, Business Development, Tanja Zurak.

“We want to help bridge the gap between strategy and execution because many boutique AFSLs and advisory firms are struggling to implement ideas and execute plans while continuing to see clients, meet compliance obligations and run their business,” Marshall said.

“Our program provides the structure, accountability, project management, and implementation support needed to turn plans into outcomes.”

The strategic business consulting program, which has been trialed by a small number of AFSLs since the start of the year, is now available to Entireti’s Alliances’ members and external AFSLs.

According to Grant Howe, Managing Director of Zenith Wealth, the opportunity to participate in the pilot had already led to lingering pain points and frustrations being addressed, and the business developing a clearer picture of its ideal future state.

“We now have a clear plan for building operational processes and introducing new levels of accountability to help us achieve our broader objectives,” he said. “It has also helped us work towards a more consistent way of operating across the entire firm.”

“We are not yet at the scale where we can build all of our ideal bench strength internally, but Entireti Alliances brings many of those capabilities into the business.”

While the strategic business consulting program is customised to meet the bespoke needs of individual firms, Zurak said the pilot highlighted a strong focus among advice businesses on AI adoption, cyber security and governance and risk management.

“We’ve been helping advice businesses adopt AI in a practical and controlled way,” she said.

“While AI offers significant productivity opportunities, successful adoption requires clear guardrails around compliance, privacy, governance, and advice quality. We help businesses identify high-value use cases, implement approved tools, establish governance frameworks, and embed AI into existing workflows so efficiencies can be realised without increasing risk.”

The post Entireti Alliances launches strategic business consulting program appeared first on AdviserVoice.

Andy Marshall

Licensee services provider, Entireti Alliances, has recorded growth of over 50 financial advisers in its first year taking total adviser numbers to 502 as self-licensed firms continue seeking support with compliance, technology and business growth.

Entireti Alliances was established in August 2025 through Entireti’s acquisition and merger of IOOF Alliances and Jigsaw Advice Solutions. The group provides a comprehensive range of solutions, including compliance tools, policy templates, and education and training, to over 80 Australian Financial Services Licensees (AFSLs).

Entireti is Australia’s leading provider of licensing and services to financial advice businesses and operates advice brands including Akumin, Fortnum Private Wealth and Personal Financial Services.

Andy Marshall, General Manager of Entireti Alliances, said growth had come from both new firms joining the community and existing firms adding financial advisers, as well as firms increasing the number of services they used.

“It has been a great first year as part of Entireti and our growth has been pleasing,” he said. “New firms have joined us and many of our longstanding firms are steadily growing and taking up additional services. There is strong interest in our offer and a healthy pipeline of opportunities.”

Neil Younger, Entireti Group CEO, said the smooth and coordinated integration of IOOF Alliances and Jigsaw Advice Solutions to form one of Australia’s leading licensee services providers had resulted in minimal disruption to advisory firm clients and increased the group’s capability and capacity to support AFSLs to meet their compliance obligations, drive efficiencies and grow their business.

“We have had a sharp focus on business continuity and service delivery throughout this transition period, which has ensured client satisfaction and created new opportunities, which is very exciting,” he said.

“We have ambitious plans to evolve and enhance our offer to self-licensed businesses. As a group, we want to be relevant not only to the advice practices that choose to operate under one of our licensee brands but those that choose to hold their own AFSL and want to tap into the scale, services and resources of a large, experienced business partner.”

The post Entireti Alliances passes 500 adviser milestone on first anniversary appeared first on AdviserVoice.