Enabling intelligent advice.
We help financial planners provide quality advice by offering streamlined solutions to help more Australians access financial advice.
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.