Per user and up to 10 Authorised Representatives in your organisation.
120+ Advice Strategies
50+ Client Education Flyers
SOA and ROA Templates
Insurance Product Text
How our pricing works
For your organisation’s first 10 Authorised Representatives (AR), it’s $70 per month plus GST. For more than ten advisers, it will be $50 per AR between 11 and 50 advisers. For more than 50 ARs, it will be $40 per adviser after that. Please contact us about any custom pricing.
For example:
10 Authorised Representatives (AR) = $700 + GST per month
17 Authorised Representatives (AR) = $1,050 + GST per month
80 Authorised Representatives (AR) = $3,900 + GST per month
*All prices are excluding GST
No more searching Google for missing technical content.
Arrange a consultation Let us do the heavy lifting with your technical content, so that you stay current with changing legislation and new strategies.
A comprehensive advice strategy library across 120+ strategies and 10 advice areas, plus 50+ strategy flyers, all ready for advice production use within your practice or outsourcing business. Developed by technical experts, regularly updated and new content added.
120+ Advice Strategies No more looking for missing strategies you or your team might need, we have it all included in Advice Library.
50+ Client Education Flyers Need flyers to give to clients? We’ve got you covered with 50 (and growing) flyers you can provide to clients.
SOA and ROA Templates If you need SOA and ROA templates, we’ve got those for you too. All of your advice document needs in the one place.
Insurance Product Text
SOA-ready product summaries covering all major life insurers. No need to go searching for missing content.
Aged Care
Investment
Retirement Income
Estate Planning
Superannuation
Debt Management
Cashflow Management
Compliance
Personal Insurance
No more searching Google for missing technical content.
Arrange a consultation Let us do the heavy lifting with your technical content, so that you stay current with changing legislation and new strategies.
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