• Skip to primary navigation
  • Skip to main content
Hide Search
https://finuragroup.com/wp-content/uploads/2021/09/cropped-Finura-Group-Full-White-BG.png
  • ABOUT
  • SERVICES
  • ADVICE LIBRARY
  • PODCAST
  • CONTACT

Use our advice strategy library to streamline your advice process

Let us do the heavy lifting with your technical content, so that you stay current with changing legislation and new strategies.

Finura - Advice Library
BOOK A CALL
NEED MORE INFO

120+ Advice Strategies

50+ Client Education Flyers

SOA and ROA Templates

No more searching Google for missing technical content.

A comprehensive advice strategy library across 120+ strategies and 10 advice areas, all ready for advice production use within your practice or outsourcing business. Not only developed by technical experts, they are regularly updated and new content added.

Need education flyers?

As well as a comprehensive library of technical content to use in advice documents, we have 50+ strategy flyers you can provide clients. This an easy way to increase engagement around the strategies you recommend to your clients. We keep them up to date, and we're adding to the content regularly.

BOOK A CALL
NEED MORE INFO

What is included in the Advice Library?

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.

Advice Areas

  • Aged Care
  • Debt Management
  • Estate Planning
  • Cashflow Management
  • Personal Insurance
  • Investment
  • Retirement Income
  • Superannuation
  • Social Security

How our pricing works

Monthly subscription starts from:

$70*

Per user and up to 10 Authorised Representatives in your organisation.

Features

  • Strategy content updated 3 times per year
  • Content updated as legislation changes
  • Advice templates updated annually or with legislation
  • New strategy content added regularly

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

Find out more about the Advice Library

Want to learn more about our technical content packages? Book a call or request more information.

BOOK A CALL
NEED MORE INFO

Some frequently asked questions

How do I get the technical content?

Once you have signed up for the service, our team will send you all the content within the same day.

How will I be charged?

We will invoice you monthly. If you would like to pay quarterly or annually just let us know. You can also subscribe via credit card monthly, quarterly or annually.

Can I cancel at any time?

Our minimum initial period is 12 months. Once you are past the 12 months, you can cancel at any time.

2022 Finura Group © All rights reserved. | Privacy | Built by the Socialisd team.