For advisers seeking to...

Grow with Certainty

Everything we do starts with a focus on delivering valuable financial advice.

We do this by continually developing our frameworks, our support and the skills of our growing community of advisory firms who wish to engage their clients purely on the value they deliver without any conflicting incentives.

 

Our Certainty Standards aim to make financial advice valuable for the majority of Australians, not a minority as it is today.

Now is the time to accelerate…

Financial Advice needs Leaders

ACCELERATE your approach to deliver valuable unconflicted financial advice in the post-Royal Commission, FASEA era. Australians need advice leaders now more than ever.

Why engage in our Cultivating Advice community & aPPROACH?

Certainty for clients – deliver the certainty and value your clients seek

Certainty for you – grow confidently with peers using a future model of advice

Best of times – leverage your opportunities as old advice models fail

Without any doubt in my mind we would not have had the confidence to make the changes in our business that we did without you guys. So thank you for your guidance and for providing us the ‘framework for us to complete our artwork’

George Tsakiris

2019 Adviser of the Year (Australian Unity), Advance Financial Planning

Value

2020/21 needs a different approach – Advisory teams have to advise like they have never done before… 

FASEA standards, COVID-19, the exit of institutional advice channels, the new workplace habits and virtual client models – There isn’t a more important time to take advantage of the huge gaps of opportunity these extraordinary of times provide – leverage your steps following paths being made by similar advisory teams using common values, standards and frameworks, but catering for your own unique artwork

Our Offerings

* excludes GST

** PRICE ON APPLICATION DEPENDING UPON NUMBER OF WORKSHOP SEATS, MEMBERSHIP LOGINS & CLIENT ENGAGEMENT SUPPORT, excludes GST

Ready to Join Us?

Join a unique community of advisory teams using Australia’s first professional financial advice standard to deliver the value your clients seek and build the firm you’ve always planned.

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