Our approach to technology is focused on protecting you when delivering advice to your clients.
Our technology leverages tried and tested industry providers, coupled with a strong capability to develop technology into the future. As part of our commitment to technology innovation, we have developed a range of proprietary systems to help you better understand your business and your client base.
Our approach to professional development is focused on providing access to quality professional development through a mix of online and face to face programs. This is supported through professional development days, focus groups and a strong commitment to ongoing education across both advice provision and business development.
The foundation of everything we do is ensuring compliant, best interest outcomes. All of our processes are built to ensure compliance by design.
Our approach is designed around ongoing active supervision and monitoring. We work with you and your employees to understand the ‘why’ of compliance. Where possible we use technology and systems to identify areas for improvement.
By focusing on integration with the process of advice, our compliance framework ensures all stakeholders can have confidence in your advice approach.