Getting Started…

Your Journey towards greater certainty starts with your own unique first steps

Starting means different things to different people…

Everyone starts differently. The best way to start is joining our Cultivating Advice program with a growing community of planning, accounting, advisory teams where you build skills and experience while sharing and learning from the insights of others mastering their own implementation of Certainty Advice.

There are other ways to start. Downloading some of the Certainty Advice tools and just having a crack, watching a webinar to understand aspects of the Certainty approach, reading an ebook to understand the role of Certainty Advisers or checking out the Certainty Online Curriculum.

How would you like to start?

EBOOK

Click here and we will send you our ebook Seeking Certainty – it’s in two parts. The first outlines the behaviours in life that Certainty Advisers manage. The second will step you through how to conduct a Discovery with the most important person of all – you.

CERTAINTY CURRICULUM

Click here and we will get you started with everything you need to start a dive into our Certainty Curriculum. You’ll find all the courses, tools, meeting support tools, past sessions. We usually update it every day in some way.

CERTAINTY WEBINARS

Click here if you prefer to learn at your own pace watching some of our webinars covering Certainty Advice topics and implementation approaches for you to pick and choose, or confirm, or challenge your current approaches.

Looking for something else?

HOW DID OTHERS START?

“I started in the deep end from day one. First day, first client Discovery appointment. I don’t know any other way to provide advice. When the approach is so natural, I found it easy to start straight away.”

Samanatha Albiez

Certainty Adviser, Bravium Canberra

“I started using the principals years ago on my own. I made progress, but didn’t really get the value of the approach until I started with the broad community of firms.”

Martin Harkness

Director, Infocus Nedlands PERTH

“I started by joining Cultivating Advice workshops. I learn best listening to others, hear how they are adding value using the approach, for me to learn how my team and I can best implement.”

Darren Foster

Director, Paris Financial, BlackBurn MELBOURNE

“I start anything new to do with our client offering cautiously. I want to know as much as I can before I introduce it for the first time. For me, the online curriculum, the opportunities to hear from others and the guided support to start really got me going”

Shamani Hawtin

Certainty Adviser, Finbiz Advisers, WARNERS BAY

“I have been retainer pricing our value for years. I started by listening to the pricing webinars & reading about this pricing method. The workshop and Certainty Adviser accreditaiton were natural consequences when I met so many others like me.”

Reine Clemow

Managing Director, Acquira Wealth Partners, SOUTHPORT

“I’m a bit of a perfectionist when it comes to my clients.  I started by spending the time talking to other firms involved in this commuity to see if I would ‘fit’. The approach aligns, but the support from the group is what’s special about it.”

Anne-Marie Humphries

Managing Director, Huon Financial Planning, ALBURY

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