Featured case studies

My Dealer Services (MDS Group) is a financial advice dealer group supporting a network of independent financial advisers across Australia. With a diverse range of adviser practices under its umbrella, MDS is focused on empowering its members with the tools, partnerships, and support they need to deliver compliant, high-quality advice at scale.

Templestone Group is a growing financial planning practice built around a team of dedicated advisers committed to delivering quality, personalised advice. As the group expanded, so did the complexity of their back-office operations, creating a need for a scalable, reliable paraplanning and support solution that could grow alongside them.