Tailored solutions for financial planners & fund managers
Contact us to discuss your bespoke AFSL requirements
Comprehensive licensing support
End-to-end assistance covering AFSL, insurances, responsible manager obligations, compliance reporting, and ongoing regulatory adherence, allowing partners to focus on their clients and business operations.
Tailored service packages
Modular solutions that scale to each client’s needs—whether a solo adviser requiring oversight or a fund manager seeking full deployment into the marketplace, including AFSL, distribution, platform approvals, and research ratings.
Dual-sector
expertise
Capability to serve both advice practices and fund managers, giving MB Capital Partners a unique perspective across the wealth management ecosystem.
Flexible engagement models
Options include acting as an AFSL sponsor, assisting firms in their transition to their licence, or offering responsible manager services, allowing clients to choose the level of autonomy that suits them.
Technology and operational support
Access to back-office infrastructure, para-planning, research, and marketing resources that improve efficiency and client service.
Strong compliance and governance framework
Proactive monitoring and updates on ASIC regulations to assist in managing compliance risks and ensuring best-practice governance.
Assistance for offshore entrants
Expertise in navigating Australian regulatory requirements for foreign fund managers, simplifying entry into the local market.
Community and networking opportunities
Building a peer network of advisers and investment managers, enabling idea-sharing and collaboration similar to larger licensee communities but with personalised attention.