AXLONPARTNERSBuilt for
Australian
advice firms

Your tools, your accounts, your licensee's sign-off.

You're responsible for what your practice publishes and how it looks after client data. Everything about how we work starts from there.

Three things that never change
  • Everything runs in your accounts, under your name
  • Nothing goes live without your licensee's written sign-off
  • We never hold your client data

The process.

From the first phone call to work running in your accounts.

  1. 1A phone callWe ask about your practice, starting with one question: are you at capacity? If we don't think we can help, we'll tell you plainly.
  2. 2A free review of your websiteBefore we meet, we go through your site against seven areas and send you what we find. It's yours to keep, whatever you decide.
  3. 3A conversationWe talk through what's getting in the way. If you're at capacity, we free up time first. If you have room, we work on bringing in clients.
  4. 4We build inside your systemsYour Microsoft 365, your CRM, your booking tools, through logins you give us and can take back at any time.
  5. 5You and your licensee approveYou check it first. Your licensee approves it in writing before anything goes live.
  6. 6It runs, in your accountsGreen-zone work we keep running. Amber-zone work we hand over to your team.

How sign-off works.

Every page, email and post goes through the same five steps.

  1. Step 1Written for youWith RG 234 in mind. It has to sound like you and be true of your practice.
  2. Step 2Sent to your licenseeThe way your licensee prefers to receive it.
  3. Step 3Changes come back to usWe make them and send it back.
  4. Step 4Approved in writingNothing goes live on a verbal yes.
  5. Step 5PublishedIn your accounts, under your name.

We never hold your client data.

We never build software that stores client data. Every piece of data falls into one of three zones, and the zone decides what we're allowed to do.

ZoneWhat's in itWhat we do
Green zoneNames, emails, phone numbers, appointments, marketing contentIt stays in your tools. We build and run the work there.
Amber zoneClient lists, review dates, document checklistsWe set it up inside your CRM, then hand it over.
Red zoneStatements of Advice, fact finds, balances, TFNs, insurance health informationNever touched.

Why this matters: the Federal Court found licensee RI Advice breached its obligations after a cyber breach at one of its practices. It's the first question we'd ask of anyone working in your systems.

The rules we hold ourselves to.

We never hold your client dataThere's no platform of ours for your data to sit in. Everything lives in your accounts.
No client data in free AI toolsNot for drafting, not for testing, not for anything.
We check your licensee's rules firstMany licensees keep approved-software lists. We work from yours.
We don't give financial adviceWe don't hold an Australian Financial Services licence. The advice stays with you.

Let's look at your practice together.

You'll talk to Luka or Ethan. You won't need to share any client information.

Book a 15-minute call