Make Licensing Work

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Our most popular products and solutions

  • Ongoing Support Packages

    Make licensing work

    Ongoing Support Packages

    We have developed a formula to take the stress out of complying with the Limited Licence requirements. You will receive: 
    • Step by step guidance to make licensing work
    • Insights from industry experts Kath Bowler, Paul Derham and their teams
    • Flexible add ons for additional accountants
    • Plus a  BONUS 12 month Transition Program


    Packages start from $550 per month (including GST).

    Our partner

  • Licensed Accountants

    Advice Templates

    Simple, streamlined solutions

    Advice Templates

    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.

    To complement Midwinter's standard AdviceOS solution, we have built two accountant-specific modules:

    • A Licensing Assessment Tool
    • An Accountant Template Toolkit

    Our software partner

  • Compliance packages

    For those with a Limited Licence

    Compliance packages

    For Limited Licence holders, managing your ongoing compliance obligations need not be an onerous task. We have partnered with financial services legal experts, Holley Nethercote, to be able to deliver a wide range of compliance solutions, depending on your needs and budget.

    Solutions include:


    • Tailored monthly email updates
    • Compliance manuals (standard templates as well as customised)
    • Licensee reviews
    • Attendance at compliance committee meetings.

    Compliance solutions can be purchased as stand alone items, or can form part of a broader project managed offer in relation to licensing.

    Our compliance partner


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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