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.
How advisory firms are achieving greater value using Certainty Advice
Joel Seach & Naz Kaur
From Bank Adviser to Certainty Adviser
From Principal Accountant to Certainty Adviser
From Financial Planner to Certainty Adviser
Kylie & Jarad Stirling
From busy family firm to productive Certainty Advisory Team
From newly qualified adviser to Certainty Adviser
From Senior Accountant to Certainty Adviser
CERTAINTY ADVICE IS...
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
A community for collaborative opinion leaders
THE CERTAINTY JOURNEY
THE CERTAINTY ADVISERS
THE CERTAINTY CURRICULUM
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’.
Want to know more about how to grow the most valuable advice firm possible…