For Financial Planners & Accountants

Stop Offering the Same Strategy as Everyone Else

Your clients are bored of balanced funds and 60/40 portfolios. Partner with MPC Markets to give them something genuinely different — structured investments, real content, and a modern wealth strategy they can't get anywhere else.

Every Planner Sounds the Same

Investors have heard it all before. The same ETF allocations, the same vanilla managed funds, the same generic quarterly reviews. Your clients deserve better — and so does your practice.

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Commoditised Advice

When every practice offers the same balanced funds and index ETFs, you're competing on fees alone. There's no edge, no differentiation, no reason for a client to choose you.

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Disengaged Clients

Clients don't read your quarterly reports because they look like everyone else's. Without fresh thinking and real market commentary, engagement drops — and so does retention.

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No Access to Institutional Products

Structured investments — fixed coupon notes, enhanced growth products — are typically locked behind institutional desks. Your clients miss out on strategies the big end of town takes for granted.

We Work With You, Not Around You

MPC Markets isn't here to replace you. We're the investment engine behind your practice — giving you products, content, and tools that make your advice genuinely different.

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Bespoke Structured Investments

We create custom structured products tailored to your client base — white-labelled under your brand or co-branded with MPC.

  • Fixed Coupon Notes (10%+ income)
  • Enhanced Growth (leveraged index exposure)
  • Capital-protected structures
  • White-label or co-brand options
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Investment Campaigns

Ready-made marketing campaigns to take to your clients — choose your level of involvement.

  • Zero-touch: we run the campaign to your client list
  • Full sales deck: you present, we provide the material
  • Co-branded collateral and landing pages
  • Ongoing campaign support and reporting
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Prism — Portfolio Review

Our proprietary portfolio review tool that gives your clients a clear-eyed, honest assessment of what they hold — and what they're missing.

  • Sector and thematic analysis
  • Buy / Hold / Sell recommendations
  • Branded client-facing HTML reports
  • Structured investment gap analysis
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Mosaic & Content

Give your clients access to Australia's most comprehensive investment dashboard and a daily flow of market-leading content.

  • Mosaic portfolio dashboard access
  • Daily Morning Call newsletter
  • Weekly Bulls vs Bears report
  • Stock recommendations and research

The Modern Wealth Formula

Same DNA as the classic 60/40 — a growing asset paired with a defensive one — rebuilt for the era your clients are actually investing in today. Three life stages, one formula.

Ages 25-45 · Growth Phase

Wealth Builder

The "boomer" property strategy doesn't work anymore. Apply leverage to better assets — the S&P 500 — with defined downside and no mortgage. Help younger clients accelerate wealth accumulation with structured growth.

Ages 45-60 · Pre-Retirement

Wealth Consolidator

Your clients have built wealth — now make it work harder. Combine structural income with smart leverage so the final decade of contributions really counts. Income AND index-beating growth.

Ages 60+ · Retirement

Wealth Protector

They can't afford to go backwards. Separate income from growth so they never have to sell at the bottom to fund their lifestyle. 10%+ income with capital protection built in.

How the Partnership Works

No lock-in contracts. No upfront fees. We succeed when your clients succeed.

1

Discovery Call

We learn about your practice, your client base, and where you want to differentiate. 30 minutes — no pressure, no pitch deck.

2

Custom Partnership Plan

We design a tailored offering — which products, what level of branding, how campaigns are run, which tools your clients access.

3

Launch & Support

We build your collateral, set up Mosaic access, prepare campaign assets, and go live. Ongoing support from our team — not a call centre.

4

Grow Together

Regular check-ins, campaign performance reviews, new product access, and continuous content delivery to keep your clients engaged.

Give Clients Mosaic

Australia's complete investment dashboard — consolidate broker accounts, track performance, and access expert recommendations. Offer it to your clients as part of your service.

  • Broker integrations: Bells, CMC, Morrison, Stropro, Macquarie
  • Portfolio tracking and performance analytics
  • Expert investment recommendations
  • Daily market insights and research
  • White-label options available

Mosaic Plans

Silver
$99 /mo
Gold
$199 /mo
Platinum
$299 /mo
Platinum for Clients
$99 /mo with brokerage

Partner pricing available — ask us about bulk and white-label rates.

Let's Build Something Different

Join a growing network of Financial Planners and Accountants who are giving their clients access to institutional-quality investments and content. One conversation is all it takes.

Book a Partnership Call →

Or call Mark Gardner directly — Contact Us

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