Achieve Your Business Goals with Interactive Consulting

Our VIRTUAL FAMILY OFFICE provides you with ACCESS to EXPERTISE that helps you to not only be HOLISTIC & PROACTIVE with your clients - but also be able to IMPLEMENT EXPERT SOLUTIONS having discovered client needs.

Your online VIRTUAL FAMILY OFFICE can be tailored to suit your needs and supports your local PROACTIVE PLANNING TEAM (that we will coach you to build - and can make more efficient through our Member Support Team)

The VFO incorporates ACCREDITED GLOBAL EXPERTS across 5 Areas:

• Advanced Tax Planning
• Risk Mitigation
• Advanced Wealth Planning
• Legal Services
• Business Advisory Services

Aside from providing you with the ability to easily solve any client problems and generate new revenue streams - the VFO instantly helps your to "LOOK BIGGER" - with a greater depth of resources (at no employment cost to you)

The Virtual Family Office provides both the Member and your best clients with the access to expertise necessary to confidently offer PROACTIVE & VALUE ADDED SERVICES to your best clients.

Our COACHING & COMMUNITIES are designed to help you Maximize Business Potential and become Most Relevant Advisor to your clients.

The best way to accomplish any goal is by learning from teams of people who have already done it successfully.

We provide extensive VIDEO LEARNING MODULES - so that you can move and learn at your own pace - combined with:

Access to EXPERIENCED VIRTUAL COACHES & CONSULTANTS who can provide you with the help you need / when you need it to help you to GROW Your Business

Personal growth is also driven by the various SKOOL COMMUNITIES where you can learn and share knowledge with like-minded Elite Members

It is hard changing your business while surrounded by the same people. Through our various virtual communities, as well as in-person meetings, conferences and events, you’ll be surrounded by successful members (just like you) all supporting each other on their journey and acting as a resource for one another.

Skool Community provides access to:

• Formal Education & Learning (in bite sized modules and chapters)
• Combined with an online Readiness Assessment to Drive Accountability and Make Progress
• Monthly Group Learning Webinars for Members
• Monthly VFO Expert Technical Webinars to broaden your understanding of the planning possibilities
• Regular Events designed to support the learning environment

We have a lot of really cool tools and technology. We are really proud of them and would like nothing more than to give you a demonstration (just arrange a without obligation meeting with our team). 

However, as the saying goes - you don’t really care about "how great the drill is - what you're really interested in is the hole in the wall."

Our TOOLS & TECHNOLOGY are designed to help you SCALE Your Business simply and effectively - and focus on 2 big areas:

1. Our technology helps you GROW EXISTING CLIENTS (we call it the "Proactive Client Pull" Process) driven by:

• Proactive Planning Platform
• Business Branded or Team Based Model Branding (depending upon service level you choose)
• Online Diagnostic Tools (both personal and business diagnostics)
• MAP Tools (integrated proactive planning process)
• Virtual Family Office Tools (incorporating VFO Showroom to "browse solutions")
• Resulting in DEEPER & "STICKIER" Client Relationships whilst GENERATING NEW REVENUE STREAMS

2. Our technology helps you to WIN NEW CLIENTS - we call it the "Proactive Marketing Push" - which helps you to "LOOK DIFFERENT" and is driven by:

• Elite Marketing Platform
• Pre-Packaged Content produced by VFO Experts
• Showcase Wider Proactive Services using Social Media Tools
• Dynamic Template Websites
• Reinforce that you "Look Different"
• "Control the Narrative" (with your clients)
• We can arrange for Virtual Outsourced Marketing Manager support (see Member Support Team)