Astute Wealth

The Astute Wheel Toolset of over 30 tools and modeling calculators helps Financial Advisers :

  • Gather key information from prospects and clients prior to meetings (efficiency).
  • Simplify the complex and explain what financial planning is in plain English (education).
  • Model options live to visually illustrate how particular strategies would benefit them (value).
  • Price your fee-for-advice (sales).
  • Produce comprehensive file notes and save time on para-planner briefings (compliance).
  • Promote their services to gain new prospects (marketing).

Clean Up Engine – By FACTS online

FACTS Online database CleanUp engine has been purpose built to highlight and fix the legacy database issues inherent in all core practice management systems, including MYOB, HandiSoft, Reckon APS, XPLAN and LEAP.

FACTS Online CleanUp engine adds value to your client database. It improves the data quality by fixing 9 common data legacy issues. These include duplicate records, unknown client types, unlinked spouses, unlinked family groups, orphan individuals and obsolete email addresses. The CleanUp engine digs deep into your raw client data to generate client relationship charts, including extended family members and their entities. This provides full and accurate visibility over the entire client relationship. The engine segments clients into standard professional service based client profiles. Highlighting existing business locations and in doing so unlocking research based information about all clients potential service needs. FACTS Online CleanUp engine solves transactional database problems and through this makes your most important practice asset sale ready.

Planner Lounge

The Planner Lounge is an Australian site providing resources for Australian Financial Planners to build a better business. It is also an open forum for planners to share ideas, concepts and resources. Templates, Excel checklists, recorded interviews and best practice articles are posted regularly by industry specialists as well as by readers. The site has been designed for planners and practice managers to improve their own performance and that of their organisations. Planner Lounge Australia provides informative content to financial planners as well as regulatory information.

Balance at Work

Balance at Work has been helping financial planning practices grow since 2006. Clients value their services for the unique combination of tools and insights they provide:

  • Predictive, flexible and benchmarked online employee assessments. Helping you to pick winners and keep them.
  • Best practice people management that is easily accessible and affordable for any organisation with staff.
  • Real coaching for real people and real teams. Real listening. Real experience. Clients aren’t pushed into one standard model – they co-create their own coaching program based on their unique needs.

Seaview Consulting

Seaview Consulting specialises in working with professional service firms to build sustainable value. Everything we
do is centred on working with business owners to identify and achieve optimal business outcomes by listening to
and analysing their needs.

Book Buyers BBSA

Are you a finance broker or financial intermediary?  We provide loans & advice that banks can’t or won’t! 

Book Buyers Brokerage Services Australasia (BBBSA) is a specialist merger and acquisitions boutique and a niche finance provider for finance brokers and other allied financial services professionals.  We focus on their corporate finance needs.

Legal Made Easy

Legal Made Easy offers all of the legal services of other law firms, including court representation and face to face services. However, LME also provides clients with high-class legal services online and by phone, making quality legal services more convenient, accessible and affordable.