We are very pleased to confirm the change of licensee for our business to Sterling Private Pty Ltd (AFSL 490523).
Following a period of careful consideration and extensive review, we made the strategic decision last year to change licensee for the purpose of providing financial services to our clients. We feel that a move to a boutique, non-bank aligned licensee is more suited to our business and our clients’ objectives moving forward.
We are excited to be working with the team at Sterling as we explore the opportunities our new licensee offers to improve the way we work with our clients.
To our existing clients, we would like to emphasise that your ongoing relationship with our firm will remain the same following the change of licensee. Our team remains the same and we will continue to deliver you with quality advice and outstanding service. All your investments, insurances and the services that The Wealth Mentoring Group provide to you remain unchanged.
If you have any questions about what our change of licensee means for you, please get in touch with us.
Click here if you wish to access a copy of our Financial Service Guide.