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 without compromise
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.
CHOOSE GROWTH WITHOUT COMPROMISE
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.
Access to leading technology
Co-planning software for you and your client to have access to an online updated financial plan at all times.
BENEFIT TO CLIENT AND ADVISOR
Access to a team of investment specialists
Including 9 CFA’s, 3 CAIA’s, 2 Engineers, 1 Chartered Accountant and 1 Actuary helping you and your clients meet their investment goals
BENEFIT TO CLIENT AND ADVISOR
Data consolidation across all platforms at no cost
Ability to see consolidation of all investments across all platforms in one online dashboard
BENEFIT TO CLIENT AND ADVISOR
Access to content that connects
Topical weekly, monthly and quarterly communications to keep you and your client informed at all times
BENEFIT TO CLIENT AND ADVISOR
Leading Business Risk Analysis Tool
Identify when your clients are taking too much risk, not enough risk, not enough return for the level of risk.
BENEFIT TO CLIENT AND ADVISOR
Proven and Executable Succession Planning Option
How to balance your clients future with your business success
BENEFIT TO CLIENT AND ADVISOR
Leading Client Investment Proposal Tool
Have a team of analysts preparing portfolio reviews to highlight potential risks and match your clients goals with an investment portfolio
The Cinnabar Value Proposition
Cinnabar connects advice, product and investment management to ensure our clients achieve their investment and life goals.
innabar Investment Management’s sole purpose to enable you to advise your clients on their strategic financial roadmap, by developing, sustaining and providing industry-leading global multi-management solutions to suit all of your clients’ needs.
Let’s help you grow your financial planning business
Cinnabar can help you grow your business sustainably and effectively. Contact us now to learn more.
Testimonials
What Advisors say about Cinnabar
Charlie Baptista
”The support structure provided by Cinnabar has been incredible, enabling me to focus on my clients more than ever before”
Jane Savage
"I had undervalued my business by at least 70%, joining Cinnabar put me back on track to grow the business sustainably"
COMPLEXITY.SIMPLIFIED
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.