By Global Consultants Review Team ,
Australian financial services provider Entireti Alliances has launched a strategic business consulting programme to help independent financial advisory firms strengthen their operations, improve governance and execute business strategies. Announced on November 11 and reported on November 12, 2026, the initiative aims to support firms that lack the internal resources required to implement major business improvements.
The programme is designed for self-licensed Australian Financial Services Licence (AFSL) holders and advisory businesses seeking to improve operational efficiency, accountability, organisational culture and overall performance. It is now available to Entireti Alliances members as well as external advisory firms.
Developed over the past 12 months, the programme was initially tested with a small group of financial advisory businesses before being opened to a wider network.
The new programme focuses on three major areas of business development:
Governance: Strengthening organisational accountability, compliance processes and risk management.
Investment Processes: Improving investment-related operations and decision-making frameworks.
Client Engagement: Enhancing customer relationships and the quality of advisory services.
The programme is led by Andy Marshall, General Manager of Entireti Alliances, alongside Tanja Zurak, National Manager of Business Development.
According to Marshall, many smaller advisory firms face difficulties implementing strategic plans while managing daily business operations and regulatory responsibilities.
"We want to help bridge the gap between strategy and execution because many boutique AFSLs and advisory firms are struggling to implement ideas and execute plans while continuing to see clients, meet compliance obligations and run their business," - Andy Marshall, General Manager of Entireti Alliances
He added that the programme provides structure, accountability, project management and implementation support to help firms turn business plans into measurable outcomes.
The programme's initial trial also identified growing demand for support in artificial intelligence (AI) adoption, cybersecurity, governance and risk management.
Zurak said advisory firms were increasingly looking for practical ways to introduce AI into their operations while maintaining appropriate controls over compliance, privacy and service quality.
The consulting team helps businesses identify suitable AI applications, implement approved tools, establish governance frameworks and integrate technology into existing workflows.
This reflects a broader consulting requirement among financial advisory businesses: adopting new technologies while managing operational and regulatory risks.
Zenith Wealth was among the advisory firms that participated in the programme's initial trial. Its Managing Director, Grant Howe, said the engagement helped the business identify longstanding operational challenges and develop a clearer direction for future growth.
The programme also helped the firm establish plans for improving operational processes, introducing accountability measures and creating greater consistency across its operations.
Howe noted that smaller advisory businesses may not have the resources to build every required capability internally, making external consulting support valuable for their development.
Entireti Alliances' new initiative highlights the importance of implementation-focused consulting for smaller financial services businesses.
Rather than concentrating only on strategy recommendations, the programme combines planning, project management and execution support to help firms achieve their operational objectives.
With growing attention on artificial intelligence, cybersecurity and regulatory responsibilities, specialised consulting services are becoming an important resource for advisory firms seeking sustainable business growth.
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