Effecting real and lasting change for our clients.
Peloton Partners have been in operation since 2013. Our existing clients deliver wealth management services to over 30,000 clients and manage in excess of $5.5 billion in funds under management, with an assessed EBIT uplift potential of $6.2 million. This is our focus.
But it’s not all about the numbers.
Our clients come to us – and stay with us – because only Peloton Partners can undertake a truly forensic and accountable approach to a business, while guiding it with knowledge and empathy. We genuinely want our clients to succeed; after all, it reflects well on us when they do.
Don’t just take our word for it. Here’s what some of our clients had to say:
“Nobody really does what they do. They helped add significant revenue to the bottom line.”
Ray Miles, Fortnum Financial Group.
“They are not project managers; they are business coaches and long-term partners in the business. We feel that the relationship was meant to be. It’s an incredible partnership.”
Jacqueline Sherlock, Sherlock Wealth.
We had 18 staff and started a business plan review. We implemented iFOCUS and iDELIVER with incredible results and renewed engagement with our clients. Six months into the program, we were developing a growth plan and had renewed energy across the business.”
Larry Fingelson, Priority Advisory Group.
“FM Financial has four offices across Melbourne and Tasmania. We needed a strategy across the business irrespective of the location and we needed to improve our financial performance and service delivery to clients to ensure we are set up for the future – we accepted the iFOCUS recommendations and are now implementing iDELIVER. We now have a confident and focused team who understand the value they deliver to clients and most importantly, clients that value this advice”.
Most people try to sell to you and tell you what to do. Peloton Partners sees the problem and ‘this is how we can help you’. We bought the help – and are big advocates.”
Denis Harrington, FM Financial Group.
“All new clients to the Fortnum dealership get the Peloton experience. iFOCUS is done and they will then move onto iDELIVER. Peloton Partners have a very good reputation. They know how to get things done.”
Joel Taylor, Fortnum Financial Group.