Certainty Advisers are different.

Unfortunately, only a minority of Australians obtain financial advice. Certainty Advisers aim to address the imbalance by leading a new approach to the pricing and delivery of advice. They adhere to the only approved standard of advice with IP Australia built upon leadership, advocacy, growth and fairness.

Certainty Advisers is not a product-dealer group, but a group of advisers adhering to needed advice standards for comprehensive advice clients.

By combining and sharing the experience of implementing needed advice standards, the objective of Certainty Advisers is the acceleration of the acceptance, availability and delivery of valuable advice for more Australians.

LEADERSHIP

THE WRONG WAY TO BUY COMPREHENSIVE ADvicE

Offering comprehensive financial advice and charging based upon amount of money is not fair to the client. It also unfair for society to build an advice industry exclusively for those who are already wealthy. Comprehensive advice should be priced on the value of the advice, not the amount of money under advice.

THE RIGHT WAY TO BUY COMPREHENSIVE ADVICE

Clients only need advice when they face a situation that they cannot resolve without it. The value of the advice must be determined by the client, not any amount of money or amount of effort. If the client does not perceive value from advice then why should the amount of money invested or hours effort matter?

ADVOCACY

THE WRONG WAY TO PROMOTE COMPREHENSIVE ADvicE

Comprehensive financial advice is not about product choices. Certainty Advisers advocate against the widespread rent-seeking efforts by product providers who seek to confuse Australians into believing that costs, product features, latest market trends and past performance is the key to better financial lives.

THE RIGHT WAY TO PROMOTE COMPREHENSIVE ADVICE

Comprehensive financial advice is about life choices. Products matter, but only as a potential means to valued progress. Certainty Advisers advocate a philosophy from Plato – “The cure of a part should not be attempted without the treatment of the whole” – to ensure the greatest probability to achieve the greatest progress while considering the unique circumstances of each client.

GROWTH

THE WRONG WAY TO GROW COMPREHENSIVE ADvicE

Growth of comprehensive advice firms is not about growth of assets under management, product ranges or amount of “fees for service”.  These are measures for product specialists who play important roles, but whose advice is not to be confused with comprehensive impartial advice.

THE RIGHT WAY TO grow COMPREHENSIVE ADVICE

Growth of Certainty Advice firms is about growth of valuable client relationships based not upon increased “fees for service” arrangements or amount of “funds under management”, but rather based on old-fashioned “value for money”. Certainty Advice firms are aligned to well-established standards while sharing their lessons to expedite the spread of valuable advice for more Australians.

What makes a Certainty Adviser?

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ADVOCACY

Certainty Advisers are leading advocacy for needed change. The leadership of the advice industry is for advisers, not institutions or providers to the advice industry. The vested interests of massive financial institutions are strong. Being a Certainty Adviser entails taking a leading advocacy role to change the lives of their clients as well as improving the greater good for more advice-seeking Australians.

TRAINING & RENEWAL

Every week, month and half-year the Certainty Advice community of advisory teams attend various live, virtual, one-on-one and group sessions for on-going training and renewal. The sharing insights accelerates the progress for all participating advisory teams.

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CODE OF CONDUCT

Certainty Advisers are bound by a Code of Conduct. The code is maintained by Certainty Advisers. It sets expectations regarding training, collaboration, client engagement, client management, community involvement and pricing standards. 

ADHERENCE

Certainty Advisers adhere to checks of their implementation to compare, and advance Certainty Standards. Attendance, maintenance, and proficient use of Certainty tools and models in client discovery, management, engagement processes as well as business planning are priority areas for adherence.

What motivates a Certainty Adviser?

TEAM GROWTH

Contributing to the growth of advisory teams built upon clear and common Standards of advice

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VALUABLE ADVICE

Delivering valuable advice that serves the greater public good and every Client without any real or perceived conflicts of advice.

BUSINESS GROWTH

Certainty Advisers are building valuable businesses that deliver valuable advice. They seek to grow prosperous firms, without dependency on key team members, following a plan that grows returns, careers, and brand reputation. 

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ASSESSIBLE ADVICE

Certainty Advisers believe a value approach to advice is essential if financial advice is to become available and of value to the majority of Australians. Our objective is to lead and share an approach to spread advice from current 30% to 80% of Australians over the coming ten years.

Supporting the Certainty Adviser Leaders…

Certainty Advice Group provides the following to broaden the positioning, advocacy and networks of Certainty advisers as leaders in the misaligned market of financial services

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PRESSING ISSUES

Fortnightly creation & distribution of vlogs, podcasts & perspectives to build an alternative balance to the headlines and analysis that fundamentally skews financial decision-making. Particularly when the best financial paths are distracted by issues such as inflation, mortgage stress, buy now pay later, regulatory changes, blockchain and technology ‘advances’.  

PUBLIC RELATIONS

Access to specialist PR Groups briefed on each Certainty Adviser extends the influence, breadth and depth beyond existing networks. Participation, preparation and representation of each Certainty Adviser via press releases, via contribution to the on-going regulatory reform initiatives, via introduction to media opportunities amplifies Certainty Adviser message and leadership. 

BUSINESS PLANNING

Planning and executing the breakthroughs that build advice brands, the accountability that keeps resources aligned with potential, and the input that reduces the isolation felt when pursuing and delivering a message and approach contrary to the mainstream and massive messaging generated by the financial product sellers. 

RENEWAL SESSIONS

Certainty Advisers come together twice a year to renew and share their business plans, to upgrade their business models, to meet and learn from new Certainty Adviser teams, implementations and growth experiences. Building great advisory teams is accelerated by renewing sessions alongside other enthusiastic, aligned and growing advisory teams.

POSITIONING

The consistent, methodical and content-specific positioning of each Certainty Adviser’s message is crucial for effective advocacy. Weekly on-going messaging of each Certainty Adviser’s positioning via Facebook/Meta, Twitter,  Instagram, LinkedIn, accelerates new and grows reputations.

Interested in Certainty Adviser?

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