{"id":30405,"date":"2015-07-28T13:58:04","date_gmt":"2015-07-28T03:58:04","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=30405"},"modified":"2015-08-05T09:29:43","modified_gmt":"2015-08-04T23:29:43","slug":"firm-launches-application-only-financial-advice","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2015\/07\/28\/firm-launches-application-only-financial-advice\/","title":{"rendered":"Firm Launches Application-Only Financial Advice"},"content":{"rendered":"

Generation-Y financial advice practice, Wealth Enhancers, has repositioned itself as a members-only community, requiring new clients to apply to be part of the service.<\/span><\/p>\n

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\"Finn<\/a>
Finn Kelly, Wealth Enhancers CEO<\/figcaption><\/figure>\n

The firm, founded by Sarah Riegelhuth<\/strong> and Finn Kelly<\/strong> three years ago, will now filter prospective new clients through an application process. The decision was driven in large part because of the extremely high growth rate experienced by the firm (just under 200% annual growth), and a desire to protect the existing Wealth Enhancers community.<\/p>\n

Wealth Enhancers (WE) has labelled itself as \u2018a community of tall poppies\u2019 \u2013 providing coaching and financial advice for Generation Y people who want to push themselves to achieve big things.<\/p>\n

It’s critical that we keep the quality within our community as we grow<\/h6>\n

\u201cOur members join us because they want to be the best version of themselves that they can be, they want to push themselves and they want to be kept accountable, but most importantly they value their fellow members,\u201d Ms Riegelhuth said. \u201cIt’s critical that we keep the quality within our community as we grow.\u201d<\/p>\n

\u201cOur team also put their hearts and souls into the members, and working with people who don’t get it, don’t value it, or simply don’t want to put in the hard work, just isn’t worth it for them. It’s crushing for them to experience someone giving up on themselves as it’s just not in our culture,\u201d she said.<\/p>\n

Potential clients can apply to join WE via their new website<\/a>. Once an application is received, the firm will conduct a telephone interview with the applicant to determine their mindset, objectives and whether they are a cultural fit. The WE leadership team will then assess the applicant against six key traits:<\/p>\n