For advisers seeking to...

Grow with Certainty

Everything we do starts with a focus on delivering valuable financial advice.

We do this by continually developing our frameworks, our support and the skills of our growing community of advisory firms who wish to engage their clients purely on the value they deliver without any conflicting incentives.

Our Certainty Standards aim to make financial advice valuable for the majority of Australians, not a minority as it is today.

Now is the time to accelerate…

Financial Advice needs Leaders

ACCELERATE your approach to deliver valuable unconflicted financial advice in the post-Royal Commission, FASEA era. Australians need advice leaders now more than ever.

Value

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Samantha Albiez - Bravium, Canberra

“Certainty Advice sole focus is delivery of what our client values. This is a fundamental shift from how most of the advice industry works, which is the delivery of what the adviser considers is valuable. The difference in thinking, approach, focus and intent is huge, absolutely huge.”

Bravium

Annette Pulbrook - FINBIZ, WARNERS BAY

“Certainty Advice is the most professional approach we’ve found for our accounting and financial planning teams to consistently help our clients achieve more in their lives”

Finbiz Advisers

FAUSTO PASTRO, WILLIAM BUCK, SYDNEY

Certainty Advice has been a lot of work. But that work has successfully engaged our whole team unlike before. Everyone is so much more involved in meetings, in client discussions, in support. Everyone better understands why our clients pay us. The dependency on key people is dropping as more team members confidently step up.

WILLIAM BUCK

Certainty

2021 needs a different approach – Advisory teams have to advise like they have never done before…

FASEA standards, COVID-19, the exit of institutional advice channels, the new workplace habits and virtual client models – There isn’t a more important time to take advantage of the huge gaps of opportunity these extraordinary of times provide – leverage your steps following paths being made by similar advisory teams using common values, standards and frameworks, but catering for your own unique artwork.

Our Offerings

Certainty Advice Online

$*249/member/month

Access to weekly member community progress roundtables
Access to live monthly Certainty Advice in-depth training webinars
Access to Certainty Advice online training & materials
Support via email & member forums

Certainty Advice Program

$**2450/firm/month

Coaching, critiquing & reviewing Certainty Client meetings
Monthly drafting of Certainty Client engagement documents
Seats* at quarterly Certainty Advice workshops
Access to weekly community progress roundtables
Implementation support via phone & online (email, forums)
Access to live monthly Certainty Advice in-depth training webinars
Price committee support
Access to Certainty Advice online training materials & pricing precedents

Enquiry

Certainty Adviser Licence

For Qualifying Members

$POA

Monthly marketing sessions
Quarterly one-on-one strategic business planning sessions
Filming & production of Certainty video/social clips
Production of Certainty research papers, press releases, podcasts
Access to the Certainty Advice workflow threads
Weekly Certainty social media posts
Headlining annual Certainty conferences
Licence to use of Certainty Adviser Logo & Certification
(Note – Certainty Advisers also require Certainty Advice Membership)

* excludes GST

** PRICE ON APPLICATION DEPENDING UPON NUMBER OF WORKSHOP SEATS, MEMBERSHIP LOGINS & CLIENT ENGAGEMENT SUPPORT, excludes GST

Ready to Join Us?

Join a unique community of advisory teams using Australia’s first professional financial advice standard to deliver the value your clients seek and build the firm you’ve always planned.