For Enterprise

Leveraging size and scale to secure mutual advantage and long term success.

If you run a large enterprise, be it a major corporate or a member-based organisation, then you know that size and scale can cut both ways.

On one hand, your employee or member base gives you extraordinary buying power and influence. It can help get the right deals done, the right decisions made and smooth the path to achieve the financial and strategic outcomes you aim for.

On the other hand, there’s what you need deliver in return. If you want your organisation to achieve growth, profitability, influence and other goals, then you need to attract and retain employees or members and actively earn their loyalty and support.

In other words, you need to work both sides of the equation to gain the kind of mutual benefits that will support your organisation and its people – and give it the competitive edge – over the long term.

That’s where Ignition Wealth comes in. Our low cost, easy to operate, solutions can deliver your organisation greater loyalty, better retention – even a brand new, self-branded income stream. That includes with a fully-customisable financial workflow that can be adapted to your organisation’s needs.

Building trust and positioning your organisation for growth and profitability
Delivering high value employee and member benefits that set you apart

Ignition Wealth’s automated digital financial advice and investment solutions can give your organisation that all-important edge.

Through our solutions, you can give employees or members access to quality financial advice and a range of investments to support their financial goals, while simultaneously creating associated enterprise-wide revenue opportunities.

Whether it’s part of their salary or membership package or an optional extra, or your organisation’s own for-profit branded service line, we can tailor a solution to suit your organisation’s needs.

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Create your own competitive advantage: reduce churn and attract and retain staff

In an increasingly competitive labour market, meaningful employee benefits form a vital plank in a successful retention strategy. Such benefits reduce the cost and disruption of churn and build your organisation’s reputation as an employer of choice. Offering access to the personal financial advice tools that Ignition Wealth can provide through its tailored enterprise-wide solutions represents just such benefit.

A compelling benefit and differentiator for member-based organisations

If you run a member-based organisation, offering tangible benefits to your base has never been greater. In a world of tight margins, shrinking budgets and ever more intense cost benefit scrutiny, the ongoing success of your organisation depends on its ability to continue to offer relevance and value in the services it delivers. Ignition Wealth’s financial advice solutions fit the bill.

Build new revenue streams to boost the bottom line and secure the future – including with your own advice brand

With Ignition Wealth’s customised enterprise solutions, you work with us to tailor the model and the solution that suits your organisation’s needs. That includes models that give you revenue through distribution and similar arrangements; for-profit models which you can brand as your own using the Ignition Wealth AFSL; models you subsidise as part of salary packaging – and all points in between.

And when we say customisable we mean it. As well as setting your own fee structure, you can even choose the currency and language of your own-branded advice solution.

Your choice of customisable advice and investment solutions to suit specific needs – supported by data search and fact find survey

As well as working with you to choose a model that best suits your business, the Ignition Wealth Enterprise Solutions team will tailor the type, level and scope of services on offer to suit the needs of your employees or members. That includes running a dedicated fact-find survey to pinpoint key areas of member or employee interest and need. We can also provide access to our own range of investment options to suit different goals, timeframes and risk profiles, or to another choice of investment products and options.

Case Studies


Pharmacy Alliance is Australia’s leading pharmacy group, with over 600 professional members who employ 2000 people nationally. The company has a strong ethos towards adding value to their members with offers that meet their specific needs.


In 2015 Pharmacy Alliance conducted an extensive survey of their members. The results indicated a strong member interest in assistance in reaching their financial goals and objectives. Pharmacy Alliance have been seeking a partner with a financial services licence to provide personal financial advice to their members.


Pharmacy Alliance created a new brand, Alliance Family Wealth, providing dedicated financial advice for their members. The digital financial advice, the team of advisers and AFSL are all powered by Ignition Wealth. Pharmacists visit the Alliance Family Wealth site to complete a financial health check, understand whether an SMSF is appropriate for them, assess risk tolerance and then receive personal tailored advice to help them to reach their goals.


The solution engaged members of Pharmacy Alliance and assisted in building rapport. For those members who choose to be advised, the solution provides financial confidence and security. Pharmacy Alliance is very pleased to offer an additional service for the pharmacists, to support them in a financially tough environment and provide a superior quality of life.


Personal financial advice provides financial security to enable the next generation of pharmacists to purchase pharmacies and grow the loyalty within the network. Pharmacy Alliance prides itself on a strong reputation for innovation and disruption. The organisation is pleased to offer members access to the most advanced in disruptive financial technology.


The typical client is a pharmacy owner who is under 50 years old and is comfortable with technology. He has a young family, wants to grow wealth and has some financial goals to achieve. Typically a pharmacy owner of this age owns around two pharmacies.


The client is seeking to fulfil their professional and personal goals, they want to contribute to multiple communities and build a legacy for their family. In some cases they might want to raise funds to invest in a pharmacy. Often clients have young children and are highly motivated by ensuring that their children are well provided for and are able to attend their school of choice. Typically this client has many goals on different timelines. Items like education and car purchases may be short term while they also have long term wealth goals.


The client (pharmacist) logs in through the secure Alliance Family Wealth website. Via the mobile-first technology they can access the advice option that both suits their needs, from a fully digital option to personal financial advice provided by Ignition Wealth’s team of financial advisers (under the Ignition Wealth AFSL). Should the client prefer, they may also use the robo technology in conjunction with traditional advice from their own financial adviser.


For the pharmacist, the main benefit is working towards their financial goals. It is also important to provide an opportunity to diversify their investment strategy so that their investment is not held 100 percent in their business. Senior pharmacists also enjoy the opportunity to mentor their teams and introduce them to a low cost advice solution.


For pharmacists who really want to manage it themselves and find something that is extremely easy to use, this is the perfect fit. Finding the right gadget that matches their need and fits their purpose is the wow, while delivering on clients’ life goals is a super wow!