Solutions that flow.
Front and back-office partnerships are critical for good workflow.
Adviser solutions
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Our most selected solution. A hybrid administration and paraplanning solutions that delivers much more than high quality advice documents.
Includes annual review preparation (platform report preparation, product/platform comparisons etc.), SOA/ROA production, CRM maintenance, annual fee agreements and more.
Stand-alone service or combine with administration for a total back-office solution.
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From $700-$1100+gst per client per year, subject to requirements and volume. Billed in equal monthly installments, no lock-in contract.
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Advice document production only.
Choose your preferred number of documents for completion over 12 months, with no lock-in contract.
Stand-alone solution, or upgrade to Paraplanning+ at any time.
Simple fixed pricing.
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Flat cost of up to $600+gst per document, subject to requirements. Billed in equal monthly installments, with no lock-in contract.
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Dedicated full-time staff members.
Trained in financial planning administration and advice implementation.
Stand-alone or combine with client review service for a total back-office solution.
Fixed, all-inclusive pricing plan.
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Fixed flat cost of up to $3,000+gst, subject to requirements. Billed in equal monthly installments, with no lock-in contract.
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Diagnose and provide solutions to business efficiency barriers through:
> assistance with business strategy & planning
> professional development and community events
> professional partnerships with specialist consultants
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Free of charge to our clients.
Licensee partnerships
With over 80 years collective experience in advice, licensee & practice management, and back-office operations, we speak your language.
We supplement the efforts of licensees to help advisers grow, and we practice what we preach: we also operate an advice business, and our numbers speak volumes:
20% organic growth for 18 years
450 clients reviewed annually by 2 advisers
65% EBIT.
Talk to us about how we can partner to support your licensee community today.
