What We Do

The PFS Affinity Partner Program

The Affinity Partner Program is an alliance between PFS and a select, hand picked group of independent wealth management advisers.

This partnership allows both PFS and the adviser to focus on those areas in which they create the greatest value for clients. PFS provides the thinking and the resources that allow advice based practices to leverage their core competencies, improve their service and add value to their advisory business.

There are four specific areas of the Affinity Partner Program:

Our approach to Investing is a central part of our philosophy. One of the many reasons clients retain PFS Affinity Partners as long term, wealth management coaches is because they help their clients grow and protect their wealth. In summary PFS provides our Affinity Partners with a range of investment vehicles and managed funds to suit their clients risk profile and structural needs. We will then minimise the fund transactions and tax costs whilst our Affinity Partners coach their clients to sustain effective strategies that help them realise their long term wealth.
The PFS Lifestyle Coaching is a financial planning process that helps advisers address the dreams, goals and aspirations of their clients. We use a proprietary software tool called True North where advisers are able to identify and confront client’s financial objectives, and to provide more control and certainty that they will reach their True North.
The PFS Practice Management Program has been designed to assist advisers build, run and exit their businesses… it’s all about building a better and more valuable business whilst never losing sight of your most important asset… your clients. The program provides for more effective and profitable ways to service clients and to create real and sustainable value in their practices. It offers our Affinity Partners a full range of support including practice development, practice management, investment process and implementation, compliance support, IT support and a fully integrated technology solution.
The PFS FAME Technology is a fully integrated web based solution exclusively available to our Affinity Partners. It is arguably one of the best desktop based solutions around and provides advisers and their practices with a very high level of accessibility, reliability, performance and security. It enables practices to manage their client relationships in a fully automated way and the appropriate use of this technology has a significant impact on enhancing the business value of our Affinity Partners.

The Benefits of being an Affinity Partner

As an Affinity Partner you can expect the following:

Your clients achieve their long term investment objectives reliably and with greater certainty.
Your service delivery will become more consistent and rewarding for your clients.
Your business performs and operates more efficiently.
Your business has greater potential for growth and capital value.
Access to a professional Practice Management Program.
Access to a leading edge, fully integrated technology solution.
Constant support from PFS, your strategic partner.