Question 1

Why Cobalt instead of a traditional dealer group?

Accepted Answer

We started Cobalt because the old models were too hard, too expensive, and got in the way of the advice we wanted to give. The goal is efficient, common-sense compliance with reasonable fixed fees — not a percentage of your business.

Question 2

How do remuneration and fees typically work?

Accepted Answer

Depending on the licensing model, remuneration may be weekly (for example on advice practice arrangements) with reasonable fixed fees. On some start-up style arrangements, components can be structured as negotiated percentage splits.

Question 3

Can I keep my business name and clients?

Accepted Answer

On Advice Practice and Self-Licensed+ arrangements you retain ownership and control of your clients. Start-Up Option arrangements use negotiated ownership splits while you establish your practice.

Question 4

Where are you located?

Accepted Answer

Spring Hill Office: 445 Upper Edward St, Spring Hill QLD 4000; Grange Office: 3 Days Rd, Grange QLD 4051; Toowong Office: 54 Jephson St, Toowong QLD 4066. Postal: PO BOX 1100 Toowong DC QLD 4066.

The biggest financial advice M&A of Q4