Our Clients
At Encore Advisory Group, we empower multidisciplined advice businesses and institutions to achieve sustainable growth through tailored strategies and actionable insights. Since 2002, we’ve been the trusted partner for 100s of businesses, helping them overcoming challenges such as scaling complexities, operational bottlenecks, and cultural misalignment.
Our mission is to support owners and leaders build stronger, more successful businesses while helping more Australians access quality advice. Let us help you breakthrough your commercial and cultural barriers to growth and deliver meaningful, measurable results that truly make a difference.
Advice Clients
We advise and inspire entrepreneurial businesses to breakthrough and become one of the most highly valued and sought-after Financial Advice groups in the country.
We understand the challenges Advice business owners face – getting trapped in the grind of daily operations, hitting growth caps, and managing teams overwhelmed by increasing demands. By simplifying complexity, unlocking potential, and embedding scalable systems, we help our clients achieve:
Breakthrough Results: Eliminate operational bottlenecks, free up capacity, and reignite growth.
Scale Up: Drive consistent, profitable, and sustainable growth with proven strategies.
Make a Difference: Deliver exceptional client outcomes and create meaningful impact for your people.
Since introducing the concept of “Connected Practice Management” (CPM) over two decades ago, along with disciplined accountability in the advice marketplace, Encore has partnered with 100s of advice groups across financial planning, accounting, and mortgage broking. With a collective client value exceeding $1 billion, we specialise in empowering entrepreneurs in the multi-disciplined, multi-partner advice space.
What Clients Value About Us
Strategic Experts
Real strategies from real world experiences that make a difference at the business, client, and personal levels.
Player Coaches
We roll up our sleeves, get stuck in to get businesses going and growing. We drive your implementation – you choose the speed.
Multidisciplined Advice
Specialists in diverse areas of advice – planning, broking, and accounting – ensuring leveraged, scalable standout results.
Institutional Clients
At Encore, we bring real-world experience from working with both large organisations and SME financial advice firms to deliver measurable results.
With deep expertise in leading, managing, and transforming product, financial advice, and sales businesses, we offer strategic advice and consulting services across the financial services industry. Our clients include investment platform providers, asset managers, asset consultants, financial services licensees, mortgage aggregators, and superannuation funds.
We specialise in:
Strategy Development: Crafting tailored organisational design strategies and business frameworks
Go-to-Market Game Plans: Building actionable roadmaps for success in competitive markets.
Sales and Leadership Programs: Implementing initiatives that drive and sustain performance excellence.
At Encore, we combine industry insights with hands-on experience to help institutional clients overcome challenges, seize opportunities, and achieve their full potential.
Strategic Advisory
& Transformation
Across Product, Platforms, Sales and Advice Distribution, we combine our expertise in strategy with real-world knowledge of the market to give our Institutional Clients clarity and confidence to breakthrough your commercial and/or cultural barriers to
growth.
Leadership Performance
& Sales Excellence
We have a range of structured programs to enable your sales distribution teams to quickly and effectively deliver improved sales performance.
Our sales and leadership change frameworks are tried and tested at the SME and Institutional levels.
Market Research
& Insights
Our industry is ever changing – both consumer and adviser expectations, and product and professional services groups wanting to deliver value to these groups. We provide insights into how Advice businesses and adviser needs are best met and how organisations can line up to service them, profitably.
