What We Provide - Millennium3 Financial Services

Built by Advisers, for Advisers.

Tailored Support for Every Stage of Your Business

At Millennium3, we provide a comprehensive suite of support services designed to empower your practice and ensure your continued success. Our holistic approach ensures that all aspects of your practice are supported, from the foundational infrastructure to specialised tools, systems, and resources. Whether you’re focused on delivering exceptional client advice, staying compliant, or growing your business, we’ve got you covered.

Comprehensive Services to Enhance Your Practice’s Potential

Our services include robust advice systems that allow you to seamlessly manage client needs, backed by technical expertise and compliance assistance to ensure you stay ahead of regulatory requirements. We offer dedicated support for client acquisition and lead generation, marketing, and communications, helping you attract and engage the clients that matter most to your business.

Flexibility and Freedom with a Tailored Support System

In addition to practice management solutions, we provide the resources and training needed to keep you at the forefront of your industry. From educational opportunities to research and strategy development, Millennium3 ensures you’re equipped to grow both personally and professionally.

You Control Your Business

With us, you also gain access to a responsive, client-focused Approved Product List (APL), allowing you to choose the products and strategies that align best with your clients’ goals, all while remaining free from institutional constraints. You maintain control of your client relationships and business practices, with the added security of a fully integrated support system.

Build a Thriving Future with Millennium3

Millennium3 is committed to giving you the flexibility, leadership, and support to build a practice that thrives now and into the future. The world of advice has changed a lot in the past 30 years, but the role of the adviser remains the same – to provide the best possible guidance and support to clients. We help our advisers focus on delivering that superior service while we focus on providing the infrastructure and insights you need to succeed.

Our Services Provide Everything You Need and More.

At Millennium3 we offer the leadership, resources and support you need to deliver the highest quality advice to your clients, while reaching your own business targets. You have the freedom and flexibility to run your business.

Millennium3 invests in its advice delivery capabilities allowing you to retain your client focus in the advice you give. Our Licensee Support Services include:

Open approach

Our open approach, client-focused APL, is responsive to the practical needs of you and your clients and free from institutional shackles.

Lead generation

Our industry-leading client engagement, lead generation and client recruitment tools help set our advisers apart.

Depth of service

We have a depth and breadth of advice, dealing, education and support capabilities to breathe new life into to any practice.

Educational excellence

Designed to inform, educate and empower, our extensive adviser and client educational tools and programs are second-to-none.

Common-sense compliance

We adopt a supportive approach to compliance, focused on managing the risks inherent in financial advice for you and your clients in an efficient manner that works.

Centralised approach

Our unique, centralised team-based approach to advice and service delivery presents an ideal platform for growth.

Flexible fee models

We offer a range of tailored fee models to suit where you are today and where your business is heading into the future.

Diversify your offering

If you're looking to grow, we can help you diversify your service offerings to broaden your client engagement and revenue opportunities.

Onboarding – made painless

When you are ready to get your application underway our online processes are designed to make things as smooth as possible.

We Provide Comprehensive Support for Advisers.

After more than 30 years of partnering with advisers, we know what it takes to run a professional and profitable practice, and we understand that every practice is unique.