Grow your advice business.
— TRUSTED 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.
58
Financial Advisers
60
Combined years of experience
10,000+
SOAs served
3 months
Free to Switch
Built for advisers who want to grow their own business — not feed someone else's.
— WHY ADVISERS JOIN US
01
Flat fee. No split.
One transparent fee of $25,000 p.a. per adviser. No percentage splits, no override deals, no hidden costs. You're in control of your earnings — and your business.
02
Practical compliance.
Compliance support that's built into your workflow, not bolted on afterwards.. SARA, our AI SOA reviewer, clears advice in minutes.
03
New Practice Offer
Your first 6 months, half price. We make starting your own practice simple and cost-effective — with hands-on support to get your clients, templates and systems set up.
— 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
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 compliance issues faster
→ 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
Starting out? Your first 6 months, half price.
— NEW PRACTICE OFFER
Launching your own brand or leaving a larger group is a big move. We help you get going without the upfront weight.
Months 1-3
Free
Months 4-6
50% off
Months 7+
$2,083 / mo
Always
$0 onboarding
Advice Practices Under Our Boutique Licensee
— WHAT OUR ADVISERS SAY
Ready to grow your advice business on your terms?
Book a quick call and we'll map out exactly what switching to IIP looks like for your practice.