Locate our office(08) 9207 3899
INTEGRATEDADVISER SOLUTIONS

What We Offer

Information Booklets

A library of booklets on various topics that can be customised for each advice business.

Information Booklets

Client Engagement Forms & Agreements

Professional looking forms and agreement booklets customised with each advice business' logo and colours

Client Engagement Forms & Agreements

We can also take care of your FOFA requirements

  • Fee disclosure statements
  • Opt-in notices
FOFA Requirements

Trained Adviser Assistant Hire

Fully trained Adviser Assistants that can handle all administrative duties for engagement process, implementation process and also maintain data integrity for the ongoing client maintenance process are available for hire in half day blocks.

Client Care Packages

Comprehensive ongoing client maintenance & reporting system across 4 packages

Client Care Packages

Introducing our Client Care Packages

A selection of marketing solutions tailored towards financial planners and their clients that allow for regular client contact throughout the year. Remind your clients that you're still there and looking out for them!