Catalpa Pty Ltd Information

We are the change our clients want to see in financial services. Our financial advisers are independent and unbiased, serving only their clients. There are no other vested interests. Our founders share a common heritage, as financial planners employed within a large institution. We came to the realisation that there is a better way to serve our clients. A way of working that is blind to vested interests, where the client has the loudest voice in the room, and we are free to serve our clients, and our clients alone. We are much more than just another Australian Financial Services License (AFSL) holder. We are a community with passion. We have a common vision of the future, shared values, beliefs and experiences. And that vision is to set a new standard of professional advice delivered to everyday Australians. Our business model is simple. Our principal advisers are self-employed business owners with the majority stake in their professional practices. Catalpa takes a minority non-controlling stake in the member practice, providing capital and expertise as growth partners with a long-term perspective. Our member practices share support services at cost. We are a community that shares our experience as growth partners. We have a track record of quickly establishing highly successful professional practices from scratch. We specialise in partnering with ex-institutional advisers in start-up practices. We help them identify the characteristics of their ideal client, the messages that resonate, define a client value proposition, design service offers and devise business development and go-to-market strategies that work.