Build your own client book, without having to bring one with you.

Established advice business | Strong client flow | Genuine commercial upside

For an Adviser who wants more than simply servicing someone else's portfolio, this is a seriously valuable opportunity.

We are partnering exclusively with an established Newcastle financial advice business that has reached the point where the opportunity is bigger than the current team can service.

The clients are there. New business is coming in. The support infrastructure is already built.

They now need another Financial Adviser to take advantage of it.

The Opportunity

You’ll take ownership of new client enquiries while also having access to a substantial pool of existing clients with established relationships in the business.

Many of these clients originally came through insurance and are now at a very different stage financially. Mortgages have reduced, careers have progressed, wealth has grown and retirement is getting closer.

For the right Adviser, that creates a genuine opportunity to develop those relationships into broader, ongoing advice clients.

You’ll be working across holistic advice including:

- Wealth creation and investments
- Superannuation
- SMSFs
- Personal insurance

The goal is simple: build a high-quality recurring client book of your own.

Stay Focused on Advice





This business has deliberately structured its support model so Advisers can spend more time doing the work that actually requires an Adviser.

Advice document production is outsourced, leaving you to focus on client conversations, strategy, delivering advice and building relationships.

What's In It For You?

Immediate client opportunity

There is already consistent new enquiry and an established client pool to develop.

No need to bring a book

The opportunity exists within the business. Your job is to build relationships and convert it.

Build something of your own

Rather than inheriting and servicing somebody else's portfolio, you’ll progressively develop your own recurring client base.

Commercial upside

The business is open to structuring remuneration with base salary and performance-based upside.

Flexibility without losing the team environment

This is an office-led culture, but there is flexibility around start and finish times and family commitments.

Who Will Thrive Here?

You're already a capable Financial Adviser, but perhaps you're starting to feel limited by your current environment.

Not enough new clients. Too much administration. Or you're looking after a book without ever really getting the opportunity to build something yourself.

You’ll be client-led, commercially minded and proactive, with the confidence to recognise an opportunity and convert it.

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📌 Financial Advisor (New South Wales)
🏢 Stitch Partners
📍 New South Wales