Our Services

our services

Sunstone Partners bring many years of deep asset and wealth management industry knowledge and experience to assist you in solving and implementing your firm's most important challenges. We have a strong set of capabilities across a range of disciplines and tailor them to meet the needs of each specific engagement. Our range of services include:

Strategy, Product and Profit Transaction and Transformation

Strategy 

  • Corporate / portfolio strategy
  • Business unit strategy
  • Product strategy
  • Distribution strategy

Product development and management

  • Research and competitor analysis
  • Concept development and testing
  • Pricing, positioning and placement
  • Detailed design through to business case
  • Project management through to launch
  • Product rationalisation
  • Product Disclosure Statement (PDS) development
  • Board papers and corporate governance

Technical services

  • Tax - corporate & product
  • Future of Financial Advice (FOFA)
  • Stronger Super
  • ATO Product Rulings
  • Financial Modelling & Analysis
  • Data Mining & Analysis

Marketing services

  • Campaign management
  • Digital platform development and integration
  • Search Engine Optimisation
  • Channel planning & segmentation

Transaction services 

  • Strategy development and documentation
  • Corporate restructure
  • Organisation redesign
  • Short term cost reduction
  • Due diligence support
  • Post merger integration
  • Organisation design

Transformation 

  • Leadership and capability development / training
  • Large scale program management
  • Change management
  • Program office

Profit optimisation

  • Product portfolio review
  • Product rationalisation & restructure
  • Pricing reviews
  • Strategic cost reduction
  • Channel planning