You'll deal with us, directly.
Luka Sazdov
Co-founderEthan Geary
Co-founderThere's no account manager in between. The people on the first call are the people who build and run the work, in person in Brisbane or on video anywhere in Australia.
Why advice firms only.
They don't know what a licensee is, why RG 234 matters or what ongoing fee consent does to your calendar. Marketing that ignores those things can't go live, and automation that ignores them isn't safe.
We talk about fee per client, clients per adviser, capacity and renewals, because that's how you measure your practice.
If you're at capacity, more clients won't help until you have time for them. If you have room, we work on bringing them in. Most agencies only do one.
What we've done so far.
We don't have client results to show you yet, and we won't pretend otherwise. So we start with a free review of your own website. You can judge our work on something real before you decide anything.
About the free website reviewWe're looking for our first two or three firms.
We're offering them a founding price. In return, if you're happy with the work and your licensee allows it, we'd ask for a testimonial and permission to show the work.
Talk to us about a founding placeWe don't hold an Australian Financial Services licence and we don't provide financial advice. We're based in Brisbane and work with firms Australia-wide.
Let's look at your practice together.
You'll talk to Luka or Ethan. You won't need to share any client information.