Enabling intelligent advice.
We help financial planners provide quality advice by offering streamlined solutions to help more Australians access financial advice.
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With over 30 years of financial services experience behind us, we only aim to deliver quality, cost-effective solutions.
Our Services
Simple SOA
- Simple single strategy piece
- Projection Modelling included
- Implementation Report
Standard SOA
- Simple strategy advice
- Upto 3 strategies
- CRM research
- Projection Modelling
- Multiple rollovers
- Implementation Report
Comprehensive SOA
- 4 or more strategies
- CRM Research
- Projection Modelling
- Multiple rollovers
- Implementation Report
Complex Comprehensive SOA
- Complex strategy advice including aged care
- 4 or more strategies
- CRM Research
- Projection Modelling
- Multiple rollovers
- Implementation Report
Virtual EA
- CRM management
- Calendar management
- Email management
- Dedicate phone assistant
- Product administration
- Ad hoc administration
File Audit Offering
An audit offering add on for SOAs to help financial advisers solve the compliance puzzle.