We think that we've built a great licensee and home for advisers. But we would say that. Advisers choose licensees for a variety of reasons, often more than one. This book outlines a long list of reasons that in aggregate we think are great reasons to join us at Millennium3.
Do you want better value from your licensee? Download our book today.
At Millennium3 we offer the leadership, resources and support you need to deliver the highest quality advice to your clients, while reaching your own business targets. You have the freedom and flexibility to run your business. Millennium3 invests in its advice delivery capabilities allowing you to retain your client focus in the advice you give. Our Licensee Support Services include:
Our client-focused APL, is responsive to the practical needs of you and your clients and free from institutional shackles.
Our industry-leading client engagement, lead generation and client recruitment tools help set our advisers apart.
We have a depth and breadth of advice, dealing, education and support capabilities to breathe new life into to any practice.
Designed to inform, educate and empower, our extensive adviser and client educational tools and programs are second-to-none.
We focus on managing the risks inherent in financial advice for you and your clients in an efficient manner that works.
Our unique, centralised team-based approach to advice and service delivery presents an ideal platform for growth.
We offer a range of tailored fee models to suit where you are today and where your business is heading into the future.
We can help you diversify your offerings to broaden your client engagement and revenue opportunities.
When you are ready to get your application underway our processes are designed to make things as smooth as possible.
We've built a home for advisers who want the freedom and control to put their clients first—without restrictions or interference from product providers.
Backed by over 30 years of experience, we provide the infrastructure, insights, and community to help you navigate the evolving financial landscape with confidence. With Millennium3, you're in business for yourself—but never by yourself.
Whether you're focused on growth or maintaining a successful practice, let's have a confidential conversation about how Millennium3 can support your journey.
