Partnering with us
We work with professional firms who see the value in strong, collaborative relationships built on trust, clear communication and a shared focus on achieving great outcomes. If you’re looking to expand your service offering, we provide the structure, resources and expertise to make it happen through Joint Venture Partnerships.
Joint venture partnerships
For accounting firms and other businesses looking to enhance their client offering, we provide fully integrated financial advice through a flexible joint venture partnership model.
This model allows you to have ownership in the advice business, a more formalised relationship with First Financial and the benefit from working with a leading, professional advice firm. Our advisers manage end-to-end client relationships under your brand or in close alignment with your team, so your clients receive expert service while you retain ownership and continuity.
Our JV model includes a transparent revenue share, no cost-sharing, and proprietary rights over revenue share that carry forward in the event of a sale. You and your clients also gain access to best-in-market investment solutions, a well-resourced support team for the advice delivery and the ability to scale up your business capabilities without taking on additional resources or risk.
Why partner with First Financial
We bring experience and consistency to every partnership. With over 30 years in the industry and nearly $2 billion in client assets under management, First Financial offers the scale, stability and expertise to operate as a trusted extension of your team.
Proactive engagement, tailored support and a strong compliance framework create the foundation for sustainable growth. With access to marketing resources, investment research and strategic planning, your firm gains the tools to grow with confidence. Partnering with First Financial means working alongside a team that understands your values, strengthens your reputation, enhances your reach and helps you deliver a more holistic service to your clients.
To explore what a custom partnership could look like for your practice, contact us.
Frequently Asked Questions
How does the revenue share work under the JV model?
We offer a transparent revenue share to your firm, with no cost-sharing. Your revenue share also carries forward in the event of a business sale, giving you both immediate value and longer-term upside.
Who is the ideal fit for a First Financial partnership?
We work with accounting firms, financial advisers and other professional services businesses that want to grow their client offering through high-quality, fully supported advice. Whether you want to outsource the advice function or remain hands-on, our flexible models adapt to your firm’s goals.