Advisor Offering - Cinnabar Investment Management

Cinnabar Investment Management offers Financial Planning businesses growth.

Get an increased business valuation of at least 25%, up to 100% in one year

Through industry leading support structures we help financial planners to grow their business, by providing human capital, technology and fund support services.

Cinnabar offers growth while allowing you to stay independent.

Cinnabar can help you grow your business sustainably and effectively. Our structures enable financial planning businesses to grow while we take care of support structures standing in the way. While many offer this at the price of your independence, we know how important your identity is to you.

Why choose our integrated framework?

The Cinnabar framework empowers Financial Planning Businesses with the tools to help them grow, while not sacrificing the things that got them there.

increase in profitability

Try out our revenue flow calculator

Let's unpack the benefits

2X Increase in Profitability

We help Financial Planning businesses increase their valuation by as much as 100%, allowing them to scale service delivery to clients.

Learn more →

Wealthbit

Get access to innovative, easy to use, cutting edge technology for engaging value adding co-planning with your clients.

Learn more →

Book Risk Analyser

We have developed an innovative tool which helps reduce business risk to achieve clients’ objectives.

Learn more →

Implementation & Support

Financial Planning businesses can leverage a professional team of back office and industry experts to streamline operations and boost client experience.

Learn more →

Succession Planning

Secure the financial future of yourself, your clients and your business with our well documented, proven succession planning strategies.

and Much More

Our solution is all-encompassing, providing Financial Planning businesses with additional tools, content and marketing support.

TESTIMONIALs

Cinnabar's proven service delivery

We have helped Financial Planning Businesses, like yours, scale become profitable and achieve the growth the set out for.

John Black

Financial Planner - FinPlan

"Thanks to Cinnabar I was able to scale and grow the businesses, without sacrificing my service to clients"

David White

Founder, FinPlus

“Succession planning was always at the back of my mind, with Cinnabar I know it has been taken of”

Join the Team

Time to take the next step in your business journey

Reach out and let us show you how.

COMPLEXITY.SIMPLIFIED

It’s the combination of maths and art that stands Cinnabar above the rest.

Through a global multi-managed philosophy, taking more than 200,000 international investment opportunities to choose from, and giving you the best option for each client in your business.