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

Start 2020 with a Certainty ONLINE partnership

IF 2020 is the year you are going to advise and price an increasing number of your clients on the value they receive, having an online partnership with a community of professional firms with similar focus will accelerate the benefits for your clients and your firm. Get online access to proven training modules, working advice templates, and a broad advisory community to support your growth efforts. 

 Membership 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.

WordPress Image Lightbox Plugin