In recent years, the financial advice industry in Australia has navigated considerable challenges, driven by regulatory changes and shifting consumer expectations.
Whilst the Royal Commission into Banking and Finance introduced stricter regulations in the financial advice industry, aimed at restoring trust, it has also increased complexity and costs. Adviser numbers have decreased by 46%, while the median cost of advice has risen by 58%, placing pressure on profit margins – though firms that have adapted have seen improved performance.
As the industry continues to evolve, the demand for high-quality advice has surged, presenting both challenges and opportunities.
Looking forward, we believe that supporting this growth, optimising business operations, expanding capacity, and establishing clear succession plans will require firms to seek strategic partnerships to successfully navigate the future of the industry.
The opportunity
Oreana is well positioned to help businesses navigate change and seize opportunities. Our goal is to become a leading professional services firm by partnering with business owners through equity participation, supporting their personal and business goals, future-proofing their operations, and delivering high-quality outcomes for clients.
Who we can we help
The Oreana partnership program provides a pathway for businesses looking for one or all of the following:
- Capital and support to expand and grow through acquisition
- To exit your business through a clear Succession Plan whilst ensuring the longevity of the business, people and clients you have supported are maintained.
- Looking to merge your business to achieve greater scale, value and be a sustainable business of the future.
- Support, capability and services which you can leverage to optimise your business performance and allow you to focus on the areas you excel in.
We are a dedicated partner in building a successful business alongside you, with a vested interest in its long-term success. We support entrepreneurs who are clear about their growth trajectory, whether it involves expansion, mergers, or exits, and we are committed to creating value that benefits all shareholders over the long term. We empower you to run your business your way, providing input and collaboration when it aligns with your vision.
Our partnership is underpinned by a culture that fosters collaboration, supporting the future generation of adviser from employee to shareholder and delivering outstanding outcome to clients.
I'm a business who wants to grow and acquire.
- We will participate as an active Board Member
- We will bring financial governance and empower decision making through data and analytics
- We will collaboratively create a clear business plan that we are dedicated to implementing
- We will identify acquisition opportunities and support in due diligence.
- We can provide capital for acquisition and growth initiatives,
- Over time, we will offer access to services that will help optimize your business according to your specific needs
- Your business. Your brand. Our strategy
I’m a business looking at succession and/or exit:
- We will develop a comprehensive succession and exit plan and assist you in preparing your business for this transition
- We can invest in your business to demonstrate our commitment and provide liquidity as needed
- We will help you identify a suitable partner to implement your succession plan within an agreed-upon timeframe
I need to merge to be sustainable and create value.
- We will assist you in clarifying your business objectives, identifying non-negotiables and trade-offs, and assessing cultural alignment for a successful merger
- We will identify a suitable partner to execute this plan on a script-for-script basis
- We will invest in your business to demonstrate our commitment and support your objectives while you seek the ideal partner