Costs

What does it cost?

The finPRO™ tools are priced per AFA adviser in a firm ('AFA adviser' means a financial adviser who is or will need to be an Authorised Financial Adviser after 1 July 2011).

The pre-GST cost of the finPRO™ tools per AFA for a firm with one or two financial advisers are:

finPRO™ tools: $2,200 plus $75* per month per AFA adviser. Larger firms or IFA & SiFA members click here for pricing *Plus GST
finPRO™ training: Up to 3 hours of initial training is included in the purchase price. At the training we use case study material to help you become familiar with using the tools to create a statement of advice.

The finPRO™ tools will pay for themselves in no time. Not only can they save time and increase your income, they can also help an AFA complete their Adviser Business Statement (ABS) you need, particularly the Part 2 requirements on Advice or service where you have to describe the the systems and procedures used to ensure the quality and suitability of advice and related client communications.

The finPRO™ tools are currently only available for purchase within New Zealand. We welcome contact from outside New Zealand if you would like to discuss a partnership.