Product 1: The FPA launched an initiative at the FPA Congress 2019 to explore ways to digitally deliver a Statement of Advice in a format that makes it easier for the client to understand. Financial Mappers designed the e-Review to be used for Statements of Advice.
Product 2: In response to the Quality of Advice Review, we have developed a completely new way to deliver a digital Statement of Advice with a product called Financial Advice Online. It was designed to provide affordable advice for all in both Australia and New Zealand. Follow the link to find out more: https://adviceonline.net.au/.
Advice Online: Advice Online provides the client with a full multi-media experience,. The client chooses the level of detail they want to view. Our delivery of Financial Advice encourages the client to fully understand the Advice Document and supporting reports. It also enables the client to view easily, the results in any given year of the plan with our Dashboard presentation.