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.

 

The Certainty Standards aim is 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 more than ever.

Why join?

Grow on value – don’t grow based upon hours charged or products but upon value delivered

Grow confidently – leverage the experiences of other firms like yours to determine your best next steps

Grow uniquely – for your clients, circumstances, situation, skills & objectives.

OUR EXPERTISE

  • One-on-one coaching
  • Facilitating workshops
  • Building principal advisory firms
  • Value pricing
  • Creating engagement documentation
  • Leveraging advisory community learnings
  • Maintaining Advisory Standards
  • Building & curating the most practical & extensive online value advice curriculum available

 

Value

 Membership Offerings

Certainty Adviser Licence

For Qualifying Members
$POA
  • Monthly Certainty Circle Hookups
  • Quarterly Business Planning Reviews
  • Filming, Editing, Production of Certainty Advisers, Clients & Alliances
  • Designing, Editing, Production of Certainty Research Papers
  • Access to Certainty Threads – best practice precedents showing step-by-step delivery of Certainty Advice
  • Three times a week Certainty Social Media community building
  • Seat for Half-Yearly Certainty Conferences
  • Pass Certainty Client file audits annually
  • Licence to use of Certainty Adviser Logo & Certification
  • (NB – Certainty Advisers also require a Cultivating Advice Membership)

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

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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