Timeline – The Virtuous Collective

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Over the Years

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Officially Qualified!

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Bryce became a qualified mortgage broker and financial planner

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Office is open for business!

Bryce opened his own office, operating as a sole trader in several serviced office spaces around the Gold Coast

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Upskilling

Bryce diversified his skills into property investment finance strategies and was chosen to represent several reputable finance companies in expos all around Australia. Bryce opened his own office, operating as a sole trader in several serviced office spaces around the Gold Coast

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We’re Expanding!

Bryce moved his operation to the prestige Corporate Centre and started hiring consultants to assist with the influx of business

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Aus Credit Licence

In response to new legislation, Bryce earned the privilege of an Australian Credit Licence (since ceased to focus on financial planning)

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Aus Credit Licence

In response to new legislation, Bryce earned the privilege of an Australian Credit Licence (since ceased to focus on financial planning)

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New name

Bryce incorporated Virtue Planning Pty Ltd, now trading as The Virtuous Collective, and purchased his first investment property. Bryce would then accumulate, on average, at least one more property per year for the next 8 years (and counting!)

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Acquisition 1

Bryce acquired a Sydney-based financial planning business – increasing clients under management to around 500

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Varsity Lakes

Bryce moved his operation to Varsity Lakes, QLD, and hired 2 more full time staff members

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Acquisition 2

Bryce acquired another Gold Coast-based financial planning business – increasing clients under management to around 2,000. Bryce also became a very proud father and hired 2 more full time staff members

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Sabatical

Having worked what felt like 24/7 for the past decade, Bryce decided to have a cruisy year, and wound back his working hours to about 15 hours per week. Bryce spent a lot of time with his son, played a lot of golf, became lead guitarist in a Heavy Metal band called Vow To Conquer and went on several local and national tours. Bryce also started running long distance – an obsession which continues to this date.

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Back to work

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Just 15 months after the birth of his first son, Bryce would celebrate the arrival of his second son which would see him revert back to his workaholic ways.

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The Rockstar

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Bryce decided to reduce the number of clients on his books from over 2,000, to around 800 – with a focus on quality service. Bryce was also invited to speak on seminars all around Australia, in front of thousands of clients. Bryce became highly regarded as the Rockstar of Financial Planning.

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AFSL

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The Virtuous Collective thrived through the COVID-19 pandemic. Despite all the challenges, and following several licensee changes, we were approved to hold an Australian Financial Services Licence, which would come into force in February

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