Wealth Enhancers, Australia’s leading financial advisory firm for Millennials has launched earlier this year the Wealth Enhancers Coaching Academy (WECA), a 3-day intensive face-to-face program created for financial advisers who want to excel in advising Millennials along with scaling their own business. The course is led by Wealth Enhancers co-founder and Chief Investment Officer Finn Kelly.

Since its launch, Wealth Enhancers Coaching Academy has already had 2 very successful editions, with the next one taking place between 26-28 October 2018.

With this third edition, Wealth Enhancers is also offering a very special opportunity – three 50% funded scholarships dedicated to new advisers (under 2 years) who want to become the best financial advisers and coaches to Millennials, support staff aspiring to be an adviser and people looking for a career change. Following an application process, 3 lucky people will have full access to Wealth Enhancers’ entire Advising and Coaching Millennials program at half the price.

“One of the biggest reasons we’ve launched the WE Coaching Academy is to create a movement of like-minded people who want to help our generation become more financially free, living a life driven by their personal goals and values. We believe that supporting and helping the development of advisers that are now starting their journey is a very important step in achieving this goal. They now have the unique opportunity to learn in just 3 days everything we’ve learned over the years!  This will bring incredible value to them and set them up for huge success” – says Finn Kelly, co-founder and CIO of Wealth Enhancers.

As part of their efforts to help the advice industry get ready for the millennial generation, Wealth Enhancers has also launched earlier this month a free webinar which teaches advisers how to capture the millennial market and build a profitable business.

More details about the webinar are available here.

“Our entire industry is transforming. Millennials are coming of age and bringing massive changes to the financial advice landscape. As Australia’s most experienced millennial financial advisory firm, we feel it’s our responsibility to share our experience and expertise in any way we can and help the entire advice industry grow and learn how to serve this generation” – adds Finn.

The Wealth Enhancers Coaching Academy (WECA) is organized retreat-style and takes place in Melbourne. The program is CPD accredited for 13.25 credits, which is 1/3 of the annual requirement for advisers done in three days only! Participants also become certified under Wealth Enhancers’ Get Rich Slow philosophy. The course covers important topics such as advice strategies for Millennials, the difference between coaching and advising, how to provide ongoing value to clients, sourcing members and compliance.

Further information on the WE Coaching Academy and the scholarship program.

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The Award recognizes outstanding young individuals in the financial advice arena.

Synchron Director Don Trapnell said “Mr Kelly is truly deserving of the Award. “On behalf of Synchron directors, I heartily congratulate Finn on winning Money Management’s Young Achiever of the Year Award,” he said. “It confirms that Finn is not only one of Synchron’s highest achievers but also one of Australia’s.”

Mr Kelly was a finalist for the Award last year, a finalist in the 2011 Association of Financial Advisers (AFA) Rising Star Award and winner of the 2011 AFA Excellence in Education Award.

Mr Trapnell said Mr Kelly’s win also demonstrates that Synchron’s NextGen program has played a significant role in helping to develop, foster and encourage its younger advisers.

“NextGen is a program we introduced to encourage younger advisers to join Synchron and to support their development via education, soft skills training, coaching, mentoring and lead generation,” Mr Trapnell said.

“We are constantly investing in their development in order to improve the efficiencies of their practices and foster better outcomes for them and their businesses. We are delighted that our investment is paying off.”

Mr Kelly said “This award is recognition of the great work of the Wealth Enhancer’s team, my partner Sarah and the support of Synchron and my mentors in the industry.”

Another cause for celebration is Mr Kelly’s engagement to his partner, Sarah Riegelhuth, at sunrise on Diamond Head at the recent Synchron National Conference in Hawaii. In his former career, Mr Kelly spent seven years as an Army Officer in the Australian Defense Force.

His formal qualifications include a Bachelor of Science majoring in Maths and Physics, a Diploma of Financial Services (Financial Planning), a Graduate Diploma of Education (Secondary), a Diploma of Government, and a Diploma of Management. He is currently undertaking the Chartered Financial Analyst Institute Program.

Wealth Enhancers is a boutique financial advice business headquartered in Melbourne.

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In announcing the expansion plans, Wealth Enhancers’ CEO, Finn Kelly, who is also a 2011 AFA award winner, said the firm is now on the recruitment trail. “We are currently recruiting specialist advisers and are looking for passionate, driven specialists who want to be a part of a growing, team-focused firm,” he said.

The business, which 12 months ago consisted of only Mr Kelly, partner Sarah Riegelhuth and one administrative support person, now employs a team of 10.

“An acquisition made in the second half of 2011 has contributed to our growth, however much of the business success to date can be attributed to hard work from our team, our willingness as a team to take risks and organic growth,” Mr Kelly said. 

Synchron Director, Don Trapnell, said Wealth Enhancers is an outstanding example of the talent Synchron’s NextGen program has helped foster in its younger advisers.

“NextGen is a program we introduced to encourage younger advisers to join Synchron and to support their development via education, soft skills training, coaching, mentoring and leads generation,” Mr Trapnell said. “We are constantly investing in their development in order to improve the efficiencies of their practices and foster better outcomes for them and for their businesses. Wealth Enhancers is an excellent example which proves that our investment is paying off.”

Finn Kelly, Sarah Riegelhuth and Wade Tink are all graduates of Synchron’s NextGen Progam.

“Synchron’s NextGen program champions those qualities that we think are so vital to the success of of financial advice practices,” Mr Kelly said. “Those qualities are leadership, personal and professional excellence, team work, an ability to think big and a commitment to deliver only the very best in everything we do for our clients.”

The Sydney launch of the business forms part of a more ambitious plan, according to Mr Kelly.

“Our longer term goal is to be recognized as Australia’s premier boutique private wealth management firm, with a presence in all major cities in the country,” he said.

Mr Tink, who is currently the firm’s Strategic Financial Adviser, said he is looking forward to heading up the Sydney office. “The values, ideals and dreams of the firm are, I think, the way of the future,” he said.

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The Award is dedicated to supporting and rewarding independent financial advisers who undertake the challenge of acquiring knowledge – and applying this knowledge to their business, their clients, their industry and their community.

AFA National Vice President and Education Chair, Adam Smith, said the Award recognises the outstanding performance and achievements of financial advice students.  “It allows us to shine the light across Australia to identify and recognise some of our country’s best and brightest advisers.”

Mr Smith said the AFA believes ongoing education enables AFA members to deliver better advice outcomes to Australian consumers.

“Commitment to education and lifelong learning are a fundamental part of the AFA’s ethos, so I am very pleased that this year’s national winner of the Excellence in Education Award is Finn Kelly.”

In his former career, Finn spent seven years as an Army Officer in the Australian Defence Force. His military training and experiences were fundamental in helping him develop a broad range of skills. His background taught him the essence of seizing key opportunities, while managing risk to optimise performance and maximise success.

Finn is committed to ongoing education and professional development. His formal qualifications include a Bachelor of Science majoring in Maths and Physics, a Diploma of Financial Services (Financial Planning), a Graduate Diploma of Education (Secondary), a Diploma of Government, and a Diploma of Management. He is currently undertaking the Chartered Financial Analyst Institute Program. He is also a strong believer that education is the key to success in any aspect of life.

“We continue to see outstanding talent amongst our award candidates and Finn Kelly is testament to this,” Mr Smith said. “Finn is committed to his profession and his clients and is making a major contribution to enhancing the reputation of the profession as a whole.”

Asteron Executive General Manager Jordan Hawke said Asteron is extremely proud to sponsor the Excellence in Education Award for the fourth year running.

“At Asteron, we have a passion for our industry and ensuring its future success. We believe that the provision of quality advice can be better achieved by continuing to lift the education standard of advice professionals in Australia,” Mr Hawke said.

“Each year, the standard of the nominees makes it extremely difficult to choose just one winner, and this year was no exception, with the closest results we have ever had.

“Finn Kelly stood out throughout the judging process.  The real point of difference was his remarkable ability to translate his past and continuing education into real life application, ensuring that his business processes run to military precision.

“His commitment to also making a difference in the community will make him an outstanding ambassador for education.”

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