Shaping the future of Independent Financial Planning.
Shaping the future of Independent Financial Planning.
Shaping the future of Independent Financial Planning.
We help financial planning business owners to exit their business with confidence, and ensure their clients remain in trusted hands.
We help financial planning business owners to exit their business with confidence, and ensure their clients remain in trusted hands.
We help financial planning business owners to exit their business with confidence, and ensure their clients remain in trusted hands.
Sell your firm without selling your values.
Sell your firm without selling your values.
Sell your firm without selling your values.
For many decades, the focus from consolidators has been on the numbers, the products and revenue. Our focus is, and always will be, the clients who you have worked with for many years and who trust you with their futures.
For many decades, the focus from consolidators has been on the numbers, the products and revenue. Our focus is, and always will be, the clients who you have worked with for many years and who trust you with their futures.
For many decades, the focus from consolidators has been on the numbers, the products and revenue. Our focus is, and always will be, the clients who you have worked with for many years and who trust you with their futures.
Why work with Absolute?
Why work with Absolute?
Why work with
Absolute?
Acquiring done right.
Acquiring done right.
Acquiring done right.
Exiting a business is a natural, inevitable result of being a financial planning business owner. Despite this, for years there has been no positive solution designed for independent, people-focused financial planning businesses.
Exiting a business is a natural, inevitable result of being a financial planning business owner. Despite this, for years there has been no positive solution designed for independent, people-focused financial planning businesses.
Exiting a business is a natural, inevitable result of being a financial planning business owner. Despite this, for years there has been no positive solution designed for independent, people-focused financial planning businesses.
Our focus is purely client outcomes.
Our focus is purely client outcomes.
Our focus is purely client outcomes.
Exiting or selling your financial planning business shouldn’t mean selling out your clients and their objectives. Our process ensures that never happens.
Exiting or selling your financial planning business shouldn’t mean selling out your clients and their objectives. Our process ensures that never happens.
Exiting or selling your financial planning business shouldn’t mean selling out your clients and their objectives. Our process ensures that never happens.
Acquisition Journey.
Acquisition Journey.
Acquisition Journey.
We know that this may be the first time you’ve explored acquisition as an option. We’ve spent years making the process simple and pain-free, for you and your clients.
We know that this may be the first time you’ve explored acquisition as an option. We’ve spent years making the process simple and pain-free, for you and your clients.
We know that this may be the first time you’ve explored acquisition as an option. We’ve spent years making the process simple and pain-free, for you and your clients.
01
Initial Conversation
A relaxed, no-obligation chat to understand your goals, explore your retirement priorities, and outline who we are and how we work together.
Initial Conversation
A relaxed, no-obligation chat to understand your goals, explore your retirement priorities, and outline who we are and how we work together.
Initial Conversation
A relaxed, no-obligation chat to understand your goals, explore your retirement priorities, and outline who we are and how we work together.
Information Gathering
If we’re aligned, we’ll request high-level details about your business, clients, revenues, and structure to understand how your firm operates.
Information Gathering
If we’re aligned, we’ll request high-level details about your business, clients, revenues, and structure to understand how your firm operates.
Information Gathering
If we’re aligned, we’ll request high-level details about your business, clients, revenues, and structure to understand how your firm operates.
02
03
Indicative Offer
With a clear understanding of your business, we present an indicative offer outlining valuation, structure and key terms to guide open discussion.
Indicative Offer
With a clear understanding of your business, we present an indicative offer outlining valuation, structure and key terms to guide open discussion.
Indicative Offer
With a clear understanding of your business, we present an indicative offer outlining valuation, structure and key terms to guide open discussion.
Due Diligence
After Heads of Terms, we conduct due diligence reviewing financials, clients, compliance and legal records, all handled efficiently and respectfully.
Due Diligence
After Heads of Terms, we conduct due diligence reviewing financials, clients, compliance and legal records, all handled efficiently and respectfully.
Due Diligence
After Heads of Terms, we conduct due diligence reviewing financials, clients, compliance and legal records, all handled efficiently and respectfully.
04
05
Final Offer
Once due diligence is completed, we finalise our offer and prepare legal documents, ensuring the process remains clear, smooth and collaborative.
Final Offer
Once due diligence is completed, we finalise our offer and prepare legal documents, ensuring the process remains clear, smooth and collaborative.
Final Offer
Once due diligence is completed, we finalise our offer and prepare legal documents, ensuring the process remains clear, smooth and collaborative.
Completion
Upon signing and fund transfer, we complete the deal and support client communications, team handovers and post-sale transition.
Completion
Upon signing and fund transfer, we complete the deal and support client communications, team handovers and post-sale transition.
Completion
Upon signing and fund transfer, we complete the deal and support client communications, team handovers and post-sale transition.
06
07
Post-Sale Intergration
Post completion, we ensure seamless client experience, adviser continuity, novation, integration, and ongoing service professionally.
Post-Sale Intergration
Post completion, we ensure seamless client experience, adviser continuity, novation, integration, and ongoing service professionally.
Post-Sale Intergration
Post completion, we ensure seamless client experience, adviser continuity, novation, integration, and ongoing service professionally.
Decades of experience.
One common goal.
Decades of experience.
One common goal.
Decades of experience.
One common goal.
Our experienced team are here to walk the walk, not just talk the talk. We’ve been on the front lines of proper financial planning for years, and it runs through everything that we do and stand for.
Our experienced team are here to walk the walk, not just talk the talk. We’ve been on the front lines of proper financial planning for years, and it runs through everything that we do and stand for.
Our experienced team are here to walk the walk, not just talk the talk. We’ve been on the front lines of proper financial planning for years, and it runs through everything that we do and stand for.
Our Executive & Senior Team.
Our Executive & Senior Team.
Our Executive & Senior Team.
As part of our commitment to continuity and quality, the senior leadership team of Absolute Financial Management remains in place and plays a key role in supporting the Absolute Financial Group executive team.
As part of our commitment to continuity and quality, the senior leadership team of Absolute Financial Management remains in place and plays a key role in supporting the Absolute Financial Group executive team.
As part of our commitment to continuity and quality, the senior leadership team of Absolute Financial Management remains in place and plays a key role in supporting the Absolute Financial Group executive team.
David Carter
Chief Executive Officer
About David
David Carter
Chief Executive Officer
About David
David Carter
Chief Executive Officer
About David
Paul Hogarth
Chairman
About Paul
Paul Hogarth
Chairman
About Paul
Paul Hogarth
Chairman
About Paul
Mark Eaton
Corporate Development Director
About Mark
Mark Eaton
Corporate Development Director
About Mark
Mark Eaton
Corporate Development Director
About Mark
Ryan Seaton
Group Managing Director
About Ryan
Ryan Seaton
Group Managing Director
About Ryan
Ryan Seaton
Group Managing Director
About Ryan
Louise Coleman
Chief Financial Officer
About Louise
Louise Coleman
Chief Financial Officer
About Louise
Louise Coleman
Chief Financial Officer
About Louise
Spencer Watt
Regional Director
About Spencer
Spencer Watt
Regional Director
About Spencer
Spencer Watt
Regional Director
About Spencer
Hayley Broad
Director of Investment Governance and Paraplanning
About Hayley
Hayley Broad
Director of Investment Governance and Paraplanning
About Hayley
Hayley Broad
Director of Investment Governance and Paraplanning
About Hayley
What's in a name?
What's in a name?
What's in a name?
Hear from our CEO, David, and Ryan on why we decided to go with the name Absolute Financial, and why this means so much to us.
Hear from our CEO, David, and Ryan on why we decided to go with the name Absolute Financial, and why this means so much to us.
Hear from our CEO, David, and Ryan on why we decided to go with the name Absolute Financial, and why this means so much to us.
Take our Exit Readiness Test.
Take our Exit Readiness Test.
Take our Exit Readiness Test.
Our free scorecard helps you quickly assess your financial, operational, legal, and personal readiness for sale. In just a few minutes, you’ll receive a personalised report highlighting strengths, gaps, and practical next steps to get deal-ready with confidence.
Our free scorecard helps you quickly assess your financial, operational, legal, and personal readiness for sale. In just a few minutes, you’ll receive a personalised report highlighting strengths, gaps, and practical next steps to get deal-ready with confidence.
Our free scorecard helps you quickly assess your financial, operational, legal, and personal readiness for sale. In just a few minutes, you’ll receive a personalised report highlighting strengths, gaps, and practical next steps to get deal-ready with confidence.
Join our
latest webinar.
Join our
latest webinar.
Join our
latest webinar.
Keep up to date with what’s going on and discover valuable insights from our team.
Keep up to date with what’s going on and discover valuable insights from our team.
Keep up to date with what’s going on and discover valuable insights from our team.
The Exit Process in 30 Minutes
Jan 26 2026, 14:00
Selling an advice business can be the most significant financial event in an adviser’s career. This session offers a concise and calm walkthrough of what the exit process really involves, giving you a clear view of each stage from first discussion to completion.
The Exit Process in 30 Minutes
Jan 26 2026, 14:00
Selling an advice business can be the most significant financial event in an adviser’s career. This session offers a concise and calm walkthrough of what the exit process really involves, giving you a clear view of each stage from first discussion to completion.
The Exit Process in 30 Minutes
Jan 26 2026, 14:00
Selling an advice business can be the most significant financial event in an adviser’s career. This session offers a concise and calm walkthrough of what the exit process really involves, giving you a clear view of each stage from first discussion to completion.
Frequently Asked Questions.
Frequently Asked Questions.
Frequently Asked Questions.
Being at the forefront of a new solution for financial planning business owners comes with questions. We’ve got the answers.
Being at the forefront of a new solution for financial planning business owners comes with questions. We’ve got the answers.
Being at the forefront of a new solution for financial planning business owners comes with questions. We’ve got the answers.
Why did we launch this proposition?
Why did we launch this proposition?
Why did we launch this proposition?
How do we understand your situation?
How do we understand your situation?
How do we understand your situation?
Why are we different to other acquisition firms?
Why are we different to other acquisition firms?
Why are we different to other acquisition firms?
Start your exit journey.
Start your exit journey.
Chat to us today
Chat to us today
Use our contact form to leave us a message about what you’re looking for, and one of our team will get back in touch with you shortly to discuss your plans.
Use our contact form to leave us a message about what you’re looking for, and one of our team will get back in touch with you shortly to discuss your plans.