Advice Made Easier

Your Homebase
for a growing
career

Welcome to a new era in financial services! Independent Financial Advisors (IFAs) face increasing challenges in balancing profitability and client value. Many are turning to larger brokerages for support, but we at LPi offer a different approach. At LPi, we're dedicated to empowering financial advisors to deliver unparalleled value to their clients. Through strategic partnerships and cutting-edge technology, we free advisors to focus on what matters most: building lasting relationships and caring for their clients' overall well-being. Join us in embracing a future of possibilities and success in the financial services industry!

A Home for Every Stage of Your Advisory Career.

The LPi Universe?

We’ve got a passion for the financial planning industry, and our aim is to help more advisors enter the industry, and remain successful once they’re in. At LPi, we have five divisions - each catering to different life stages for the advisor, as well as varied market segment needs. These divisions aim to serve advisors at each phase of their career and advice journey - from tied agents, to those starting out in the industry, to independent advisors looking for a viable succession plan solution.

Academy

We help you enter the Financial Services industry and train you to be the best financial advisor you can be.

Broker

Our focus is to help you grow your business.

Entrepreneur

Want your own business? We simplify your life, provide you with your own identity, infrastructure and so much more.

Network Partner

Do you have your own FSP? Let us help you grow your business through our advisory services offering.

Network Broker

Are you tied? We enable you to look after your clients whole portfolio, even those products that you can't sell or service.

Enabling Great Business

Support Services.

LPi Advisory Support Services is here to partner with The Legacy Planning Institute (LPi) and provide a range of value-added services. Together, we create an environment that prioritises independent advice, offers best business practices, simplifies the advice process, and supports succession planning.

Book Transfers

Quotes & Comparisons

Marketing & Branding

Campaigns

Technology & Tools

And more..

Your Homebase for a growing career

The LPi Universe?

Support Services.

Your Homebase
for a growing
career