Ready to double or triple client value and your returns?

Certainty Advice is a proven step-by-step approach that accelerates the delivery of value clients love. Our vision is to provide valuable financial advice to the majority of Australians by accelerating the comprehensive advice skills of advisory teams.

OUR APPROACH

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Enduring progress comes from skills not knowledge. We will show you the path, support you with the tools, give you the feedback as you implement skills, build plans and create the most valuable firm possible.

OUR ADVISERS

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Navigating new paths is easier with the support from a community on similar journeys. When you encounter inevitable roadblocks, the Certainty Community, advisory teams that think like you, are right there to give you the valuable insights, tips and support you’re seeking to make every step count.

OUR CURRICULUM

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A constantly growing compilation of priced client engagement precedents, instructional clips, step-by-step workflows, self-paced learning webinars, client meeting tools, recommended suppliers, business planning templates, and performance benchmarks, all curated onto your personal skilling ‘hub’.

WHY CLIENTS VALUE CERTAINTY ADVICE

MANDY NEWMAN

From Principal Adviser to Certainty Adviser

Joel Seach & Naz Kaur

From Bank Adviser to Certainty Adviser

Annette Pulbrook

From Principal Accountant to Certainty Adviser

Lance Swansbra

From Paraplanner to Certainty Adviser

Tim Carrigg

From Financial Planner to Certainty Adviser

Kylie & Jarad Stirling

From busy family firm to productive Certainty Advisory Team

Dieter Tode

From Financial Planner to Certainty Adviser

David Foord

From Financial Adviser to Certainty Adviser

Joel Seach

From Bank Adviser to Certainty Adviser

Tim Carrigg

From Financial Planner to Certainty Adviser

Stacey Taylor

From Senior Accountant to Certainty Adviser

Reine Clemow

From Senior Financial Planner to Certainty Adviser

Jarad Stirling

From Senior Financial Planner to Certainty Adviser

Travis Martin

From Financial Planner to Certainty Adviser

Annette Pulbrook

From Principal Accountant to Certainty Adviser

WHY CLIENTS VALUE CERTAINTY ADVICE

Emma & Tom – “Knowing that there were no hidden costs involved, there were no kickbacks or commissions going elsewhere, for us this was really reassuring. Because trust is so important, working with Harpel has made me a lot more confident and a lot more reassured.”

James – “What Apprise has provided for us in the last year is a long term plan to invest in our future and retirement so that means setting up all insurances, the wills, the things you always say you are going to do but you never get around to. They really are the foundation for executing that long term plan. The Apprise team makes it very simple.”

Frank & Craig – “Working with Stirling Financial Consulting has definitely helped us lay the foundations for what we need to work to to get our future in order, short-term and long-term.”

Bernadette & Eric – “Over the last four years FinBiz has helped us transform our original market stall into a thriving 100-seat restaurant with 24 staff. They have been invaluable.”

Katie & Tim – “Acquira has been amazing for our personal development – not just about creating finances, it truly is a complete outcome of wealth.”

Chris & Marg – “Joel just made us feel so welcome. A lot of what we spoke about wasn’t even money focused but about reassessing where we were in our lives, what we wanted to acheive for our future. It was a big surprise to me, the approach, because never having done it before I came in thinking it was all going to be about money and it all ended up being about stopping and taking stock. Reassessing what I really wanted out of life. I feel like I really have a strategy in place now.”

Donna – “Before Scope I was organised, but I just wasn’t getting around to do what I know needed to get done…”

Grant – “The return on the investment we find with the Stirling Financial Consulting team is the ongoing consultation and reassurance of the path we are taking and the decisions we have made, making me and my family accountable on those goals that we have set ourselves.”

Stephen – “Before FinBiz my financial life was disorganised. The FinBiz approach is different, they dig deeper, their sole aim is getting us to our ‘end game’.”

WHY THIRD PARTY ALLIANCES VALUE CERTAINTY ADVICE

There is too much misunderstanding about what clients pay for. The value of Reine‘s flat fee is clear regardless of the type of advice he provides.

Chris Dobbie - Accountant

Alliance Partner of Acquira Wealth Partners

It’s about taking a client as you find them, not trying to push a product. Relief best describes our client’s feelings re working with Scope.

Alicia + David - Lawyers

Alliance Partner of Scope Advisory

I’m protective of who I refer my clients to. Their approach is from the ground up which ensures the best outcome rather than a top-down loading of ‘this product is best for you’

Gavin - Financier

Alliance Partner of FinBiz Advisers

There is too much misunderstanding about what clients pay for. The value of Reine‘s flat fee is clear regardless of the type of advice he provides.

Chris Dobbie - Accountant

Alliance Partner of Acquira Wealth Partners

It’s about taking a client as you find them, not trying to push a product. Relief best describes our client’s feelings re working with Scope.

Alicia + David - Lawyers

Alliance Partner of Scope Advisory

I’m protective of who I refer my clients to. Their approach is from the ground up which ensures the best outcome rather than a top-down loading of ‘this product is best for you’

Gavin - Financier

Alliance Partner of FinBiz Advisers

WHAT SETS CERTAINTY ADVICE APART

A valuable path for advisory teams of the future

With a proven track record since 2004, Certainty Advice has been the driving force behind elevating the performance, success and growth of advisory teams. Whether just starting or seasoned adviser, Certainty Advice propels committed team members to consistently, methodically, and valuably engage clients.

A CURRICULUM OF ADVICE FRAMEWORKS AND INSIGHTS

Certainty Advice is a skills-based program preparing advisory teams for the real world of advice – delivering enduring value to their clients. The best curriculum is the one that delivers the right precedent, agenda, meeting framework, workflow, tool or feedback when it is most needed by advisory teams as they implement their learnings

A community for collaborative opinion leaders

The wisdom to build sustainable models is found in the implementation. Every Certainty Advice model has been tested, proven and enhanced by the check-ins, sharing, accountability, open sessions and experiences of many diverse and committed advisory teams supporting other collaborative teams deliver greater value to clients. Connecting and sharing each team’s journey to a new advisory profession ensures the support critical when teams encounter their growth challenges.

Want to know more about how to double or triple client value and your returns?

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