What We Offer

Everything a planner's
practice needs.
Nothing it doesn't.

We've stripped what we offer back to the things that move your practice forward — and built each one to a standard you'd build for yourself if you had the time. Five capabilities, one licensee, all aligned to your clients' outcomes.

Five capabilities, end-to-end

Module One

Compliance, without becoming a compliance officer.

AFSL-aligned compliance built into the workflow under s912A(1)(a) of the Corporations Act 2001. Quarterly file reviews, ASIC reporting, and a templated advice-document library — active oversight integrated into everyday practice, not a quarterly burden. See active oversight + continuous improvement →

  • Quarterly file audits with planner-friendly feedback
  • ASIC reporting handled by the licensee
  • Templated SOAs, ROAs, FSGs and engagement letters

Module Two

Adviser technology that doesn't fight you.

A modern advice software stack chosen for planners. Integrated platforms, single sign-on, and ongoing tech support — your time belongs in client conversations, not reset password flows.

  • Integrated planning, portfolio and CRM software
  • Single sign-on across the platform stack
  • Help-desk support during business hours

Module Three

A Lonsec-rated APL you can stand behind.

Only investment products rated Recommended or Highly Recommended by Lonsec Research are eligible for inclusion in approved product lists, SMAs, or model portfolios. No in-house product. No shelf-space bias. Just an evidence-based APL that serves your clients first. See the Lonsec policy →

  • Lonsec coverage across asset classes, sectors, and managers
  • Quarterly APL reviews aligned to Lonsec ratings + ASIC product-intervention guidance
  • No in-house product on the list — platform neutrality maintained

Module Four

Grow your practice on your terms.

Business growth, succession planning and peer mentorship — from a team that has built and exited practices like yours. Practical advice, no script.

  • One-to-one practice review (annual)
  • Peer-mentorship circles + technical roundtables
  • Succession planning + buy-out introductions

Module Five

ASIC-standard CPD, made useful.

All your continuing professional development hours, delivered in formats that respect your time — recorded sessions, micro-learning units, and live technical updates that actually move your practice. Continuous improvement is a framework principle, not a slogan. See continuous improvement →

  • Annual CPD plan mapped to ASIC RG146 + RG175
  • Live technical updates + recorded library
  • Micro-learning units (≤15 minutes each)

Talk to us

Want to see how this would work for your practice?

Tell us a little about where you are now and we'll arrange a confidential call. No obligation, no script.

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