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NAB Bank

Advice templates - Demonstration


We have partnered with one of the leading financial planning software companies, Midwinter, to bring you a financial planning software solution that has been customised for accountants. More than just a series of templates, it’s a complete software solution that will take the pain out of the advice process.

It caters for both licensed and unlicensed accountants, incorporating:
  • A Licensing Assessment Tool; and
  • An Accountant Template Toolkit
Due to an overwhelming level of interest in the template solution, we have decided to run a demonstration webinar, so you can get a better understanding of the offer and whether it will work for your business.  Hopefully it will alleviate some of your regarding how you will get started and generate advice documents.

Monday, 11th April, 11.30am - 12.30pm

Price: $0

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Contact our team today

We believe accountants make great advisers. Let us help you incorporate licensing into your business, without being driven by it.

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