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Global Advisor Alpha

AUD $2,950 - $10,000+

Global Advisor Alpha

Global Adviser Alpha helps transform advice businesses into world class firms. Ones that generate for their own advisers the great value they deliver to their own clients.

These goals aren’t mutually exclusive. We guide you toward big wins, while helping your clients and team members do the same.

This process adds up to more than the idea of the painter needing their house painted. It’s about making your business great for you, while providing you with the lifestyle and financial benefits that motivated you in the first place.

How do you evaluate, plan, build, and implement global best practice?

We show you how to use a range of tools to achieve that, while keeping in touch with your values and having a great life.

We’ll show you how to rediscover what made you excited about this mission in the first place; doing what you really enjoy, achieving a healthy work/life balance and delivering excellent outcomes for all stakeholders.

When you work with Global Adviser Alpha, you work directly with David Haintz, AM.

David Haintz

David Haintz

David Haintz, AM is a CFP and a past director of the Financial Planning Association of Australia (FPA), in which time he was instrumental in the push for professionalism. He has had a 26 year career with his own firm, and subsequently became a founding director of Shadforth Financial Group, with over 100 advisers; which was taken over in 2014 for $670m - at the time $13b FUM, $165m revenue, and $58m EBIT.

Having departed Shadforth in 2015, he has established Global Adviser Alpha – a B2B consultancy helping leading global advice businesses become world class and achieve outstanding result for all stakeholders.

In the 2022 Australia Day Honours List, David was awarded as a Member of the Order of Australia (AM) "recognising outstanding and meritorious service for significant service to financial planning, to business, and to the community".

For more information about David’s history in the financial industry, read on or download his bio here.

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