Our Transition Process
We understand that selecting a Licensee is an important decision that requires a great deal of consideration.
At Capstone, we have a proven and effective process to make your transition as seamless as possible. Our team will guide you through the process, providing assistance every step of the way. We aim to have you up and running as soon as possible, so you can focus on other things that are important to you. Depending which Authorisation Tier you select, we offer (where relevant):
- Financial Planning software transitions available
- Communication strategies to your existing clients re: change in AFSL provider
- Liaison with Investment Managers / Insurance Providers to enable efficient transition of practice revenue
- Induction and Introduction to key staff
- Specialist Accountant Communication Series (Letters, emails etc)
Transition can be a daunting and challenging time; and that’s why we are here to help – every step of the way. Our proven practice transition support model and dedicated staff help ensure your move is seamless and enjoyable.