The momentum we’re seeing in the Financial Advisor space is continuing to grow: Wealth Enhancers is the first Financial Advisor to reach Gold Partner status, with over 100 clients on Xero Cashbook.
Picture L-R: Finn Kelly, CEO, Wealth Enhancers, Sarah Riegelhuth, Co-Founder, Wealth Enhancers, Trent Innes, National Sales Director, Xero Australia
Here’s the media release on the announcement
In case this is the first you’ve heard of Xero: Our online accounting software company for small businesses and their advisors stepped into the financial advisor space in 2013 with Xero Cashbook. Xero Cashbook is a platform for income and expense classification for financially advised clients. It has seen a huge uptake in the space with well over 300 financial advisors signing up as partners since August 2013.
From an advisor perspective, having access to real-time information that is built in the cloud, helps them provide proactive advice and ensure their client’s wealth creation is constantly optimised. This financial transparency helps clients ensure they receive optimum value out of the money they spend.
From a technology perspective, Wealth Enhancers co-founder Sarah Riegelhuth believes in moving with the times.
“Xero has truly changed the way we deliver advice. The outcomes our clients are getting are far superior to what they ever were in the past. I can’t even imagine giving advice without the use of Xero anymore.
“Wealth Enhancers has always been big on technology and innovation, and Xero is just another example of where we have gained efficiencies. We’re able to provide better advice and generate greater outcomes for clients all whilst enabling further organic growth through satisfied clients referrals.”
Xero Australia National Sales Director Trent Innes says the demand they’re seeing in the financial advisor space with Xero Cashbook is momentous.
“The fact that Wealth Enhancers achieved Gold Partner status so quickly is truly commendable and demonstrates the value that Xero Cashbook provides to financial advisors,” he says.
Find out more about becoming a Financial Advisor with Xero
Xero offers a free online introductory course for more information on Xero Cashbook for financial advisors. Check out the Xero events page to find out more.