Value is Determined by Finding Efficiencies to Drive Costs Down
We Think We’ve Cracked It
Discover Our Financial Planning Licensee
We are a progressive dealer group that prides ourselves on providing an efficient and scalable solution for your financial planning practice by employing useable advice software to realise higher profits for our Corporate Authorised Representatives (CARs). We offer competitive licensee pricing in tandem with cost saving technology to deliver substantial value.
Monthly Flat Fee
We don’t take a cut of your revenue. We pay out 100% of the revenue your earned to you.
We take flat fee approach because we want to support our advisors in the long term so you can have more piece of the pie.
We are flat fee. Forever.
Tiered Pricing
Are you partnering up with another advisor or two or maybe you dream to hire advisors down the road?
Whatever it maybe, rest assured that more advisers in your business reduces your combined fee.
Tiered Pricing. Fair.
Technology
Our technology puts you in good stead to realise serious growth for your business.
We’ve developed own software to make your lives easier and your business more efficient.
CRM
What makes us unique is that our software is developed only for financial planners.
No need to customise, no need to train yourself, everything you need to run your practice is right at your finger tips.
Our App. Your Opportunity.
Compliance
Compliance is at the heart of everything we do.
Our software has a unique compliance framework that tests compliance through the advice process.
Have peace of mind for every SoA you deliver to your clients.
Compliance. We are here to support you.
Advisor Support
Support is one thing that is often left overlooked by other dealer groups.
At IIP, we provide free transitional support and access to a network of 3rd party advisor support services such as paraplanning, admin staff, digital marketing and web design.
Licensee Support
We have 50 years of practice management and financial planning experience.
We can help you navigate the complex world of compliance and practice management by sharing what has and hasn’t worked with us over the years.
Knowledge is Plentiful. Experience is Powerful.
Practice Support Staff
You may not have all the answers to your problems when you join us on your journey.
So we’ve compiled a list of trusted and competent practice support services that you can access at anytime so you can grow your business the way you like it.
Need a Paraplanner? We’ve got them.
