Delivering expert and scalable advice oversight solutions for super funds with a focus on confidence and reliability.
We understand the complexity of advice oversight, and in response have developed a solution that is both pragmatic and purposeful. Recognising the challenges super funds face in making financial advice more accessible and affordable, we’ve designed our approach to also ensure the advice provided is of high quality.
- Deep Superannuation Expertise
Our team has decades of experience in advice compliance across personal, general, and intra-fund advice. We know the nuances of superannuation advice and how to apply regulatory expectations in practice - Technology-Enabled Monitoring
Our advice assurance platform supports scalable, efficient oversight. It enables real-time monitoring, reporting, and benchmarking, making it possible to supervise large adviser networks without compromising quality - Independent & Scalable Reviews
Whether you have a self-licensed internal team or require an oversight solution for third-party advisers, our model adapts to your structure. We offer independent audits and reviews that are tailored to your advice model and risk appetite - Actionable Insights, Not Just Findings
We go beyond compliance checks. Our reports include peer benchmarking and contextual analysis to help you understand how your advice quality compares across the industry and what to do next - Trusted by Leading Funds
Our advice assurance program is a cornerstone of oversight for some of Australia’s largest superannuation funds. It is recognised not just as a compliance tool, but as a strategic asset
What's Included
Discover the comprehensive suite of solutions we offer to strengthen your advice oversight framework.
Comprehensive audits tailored to your advice model, covering documentation, process, and compliance standards. Delivered with clear findings and actionable insights.
Third-Party Adviser Reviews
Independent reviews of external advisers to help funds assess quality, consistency, and alignment with fund expectations and regulatory requirements. Ideal for funds expanding oversight capability.
Advice Assurance Technology
Our Advice Assurance platform enables efficient monitoring, reporting, and benchmarking. It supports scalable assurance across large adviser networks.
Content and Calculator Reviews
We assess the tools and content advisers use to ensure they support compliant, high-quality advice. Includes calculators, templates, and educational materials.
We provide detailed reporting with peer benchmarking to contextualise results. This helps funds understand how their advice quality compares across the industry.
Why Partner with Us?
Proven expertise in superannuation advice compliance
Pragmatic and actionable insights, not just findings
Scalable technology to support growing oversight needs
Trusted by leading funds
and advice teams
Let’s talk about how we can support your advice oversight goals. Contact our Advice Services team today.
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