Grow your advice business.
— TRUSTED AUSTRALIAN LICENSEE
A modern, flat-fee licensee for Australian advisers — powerful technology, practical compliance, and zero revenue splits. No overrides. No platform deals. No fine print.
Keep all of it.
26
Current Financial Advisers
60
RM Combined Years of Experience
3,000+
SOAs Served
6 Staff
Dedicated Support
Built for advisers who want to grow their own business — not feed someone else's.
— WHY ADVISERS JOIN US
01
Flat fee. No split.
One transparent fee of $25,000 p.a. per adviser. No percentage splits, no override deals, no hidden costs. You're in control of your earnings — and your business.
02
Practical compliance.
Compliance support that's built into your workflow, not bolted on afterwards.. SARA, our AI SOA reviewer, clears advice in minutes.
03
New Practice Offer
Your first 6 months, half price. We make starting your own practice simple and cost-effective — with hands-on support to get your clients, templates and systems set up.
— TRANSPARENT PRICING
$25,000
/year, per adviser
That's the whole price. No revenue share, no asset-based fees, no surprises at renewal.
EVERY LICENCE INCLUDES
✓ Keep 100% of your revenue
✓ SARA AI Statement-of-Advice review
✓ Modern tech stack & adviser support
✓ No onboarding fees
✓ Flexible start date around your exit
— Technology
Meet Finley, Sara and Rima — your AI team.
One drafts the advice. One checks it. One gets you paid.
-
01 / Prepare advice
Finley
SOA drafting
Fact find in. SOA draft out.
- Builds the SOA from your fact find and notes
- Edit in chat, section by section
- Exports client-ready to Word
Finley · SOA workspace
fact-find.pdfDrafting · 2 of 3 sections ready
Client objectivesDraftedRecommendationsIn progressFee disclosureDrafted -
02 / Review advice
Sara
SOA review
Pre-vets your SOA before the client sees it.
- Pass or review on every check
- Shows what to fix and why
- Re-checks after your edits
Sara · SOA review
document.soa.pdfReviewed · 3 items flagged, 0 blocking
Best-interest dutyPassFee disclosureReviewProduct comparisonPass -
03 / Get paid
Rima
Revenue and pay runs
RCTIs in. Pay run out.
- Extracts RCTI data
- Reconciles revenue, flags exceptions
- Prepares pay runs, reports and exports
Rima · Pay run
rcti-statement.pdfReconciled · 2 exceptions to review
RCTI dataExtractedRevenue matchedMatchedExceptionsReview
AI support, human sign-off
They do the groundwork. You make the final call.
Starting out? Your first 6 months, half price.
— NEW PRACTICE OFFER
Launching your own brand or leaving a larger group is a big move. We help you get going without the upfront weight.
Months 1-3
Free
Months 4-6
50% off
Months 7+
$2,083 / mo
Always
$0 onboarding
Advice Practices Under Our Boutique Licensee
— WHAT OUR ADVISERS SAY
Ready to grow your advice business on your terms?
Book a quick call and we'll map out exactly what switching to IIP looks like for your practice.