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
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.
A tech-enabled framework focused on meaningful advice standards — not box-ticking or fear-based legalese. 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 issues in minutes
→ 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.