Benefits of Becoming an Authorised Representative

Willcraft, have over the years worked with hundreds of Financial Planners, Mortgage Brokers, Accountants and professionals from the financial services industry.

It has been an extremely successful model proven over many years to be a benefit to clients, authorized representatives and Willcraft.

A WIN, WIN, WIN situation!

We have now launched the model here in Western Australia and have no doubt it will prove to be successful here too.

Professional representatives, people like you, have a particular advantage in joining forces with a company such as Willcraft as Wills, Enduring Power of Attorney, Living Wills and Probate are all valuable additional products and services to add to your portfolio.

In addition you will have your own personal link to a legal practice that will treat your clients in the same way that you would treat them yourself, thus, keeping your clients ‘in house’ so that they cannot be enticed away to another adviser like a bank, solicitor or other that may draft their Wills etc.

Financially this service will produce additional revenue streams for your business too

You can offer these services to your existing clients as well as use the service as a new client generation programme.

As well as all the benefits above Willcraft will also have your valued service available to our clients that we can refer them to you when the need arises.

If you would like further information please contact us as below; once you are happy to come on board we will need to arrange for you to attend a one day training course at our offices to prepare you to offer this additional service to your clients.

There is no charge for this training and your relationship with us may also include ongoing updates to your training as and when the need arises. Ongoing training may arise because of legislation changes or we may introduce new services which we believe may be of value to you and your clients.

If you prefer you may select a member of your team to attend the training as well as or instead of yourself.

Please have a look at our website and come back to us if you have any further questions.