Grow your advice business.

— INDEPENDENT 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.

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Built for advisers who want to grow their own business — not feed someone else's.

— WHY ADVISERS JOIN US

Flat fee. No split.

One transparent fee of $22,000 p.a. per adviser. No percentage splits, no override deals, no hidden costs. You're in control of your earnings — and your business.

Practical compliance.

A tech-enabled framework focused on meaningful advice standards — not box-ticking or fear-based legalese. SARA, our AI SOA reviewer, clears advice in minutes.

Made to switch.

Half-price onboarding and hands-on migration of clients, templates and systems. We make leaving a larger group simple — and cost-effective.

— 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

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Meet SARA — compliance that clears, not delays.

— TECHNOLOGY

Our AI-powered Statement of Advice Review Agent pre-vets your SOAs before they reach the client — so you spend less time waiting and more time advising.

→ Pre-vet SOAs before client presentation

→ Identify and fix issues in minutes

→ Stay compliant without delays or confusion

And Finley — the AI built around context, here to support.

Upload your fact find, file notes, and research, and Finley's SOA Workspace builds the advice document with you — section by section, ready to export to Word.

→ Turn uploaded fact finds and notes into a structured SOA draft

→ Refine objectives and recommendations in chat, section by section

→ Export a styled, client-ready Word document when you're done