Our services provide total flexibility in meeting your unique needs by tailoring our support to your requirements

Our Services

MyPlanner takes pride in treating each Planner, Accountant or Mortgage Broker as an individual and recognises that each business is unique. We offer total flexibility in meeting your needs by tailoring our support to your requirements.

Licensing

  • Australian Financial Services Licence
  • Australian Credit Licence (under application)

Software

  • Access to a fully integrated software system
  • Datafeeds of information from Fund Managers
  • Library of “How to” Sheets
  • Access to Adviser Library

Marketing

  • Quarterly client newsletter
  • Access to marketing materials including booklets, flyers, media releases and standard letters
  • Marketing materials branded to suit your office as required at no cost

Technical

  • Approved Product List
  • Quarterly Sector Reviews
  • Discounted share trades
  • Paraplanning Service
  • Technical strategy support
  • NowInfinity PAYG system for Advisers
  • Integrated SMSF Admin System with ClassSupert
  • Individually Managed Account (IMA) Service

Revenue

  • Weekly revenue processing
  • Revenue reports provided in PDF and CSV
  • Access to our system for debiting client fees

Compliance

  • Professional Indemnity Insurance
  • Annual business reviews
  • Statement of advice reviews
  • Quick Facts for Planners and Accountants
  • Tailored Financial Services Guide
  • Best Practice Manuals

Training

  • 6 monthly professional development training
  • Invitation to bi-annual national conference
  • Online training and CPD tracking software
  • Induction training and staff handbooks
  • Better business workshops
  • Weekly Licensee run webinars

Practice Development

  • Business and marketing plans
  • Consolidation of funds under management
  • Transition to fee for service systems

Transition Service

  • Establishment of adviser codes
  • Preparation of client letters if required by previous Licensee
  • Management of client transfers with fund managers during transition
  • Licensee to Licensee services provided by arrangement

Other

  • Access to discounted Certificates and Diploma Courses in Financial Services and SMSF
  • Discounted printing services as required