High-impact education content for your clients.

Supercharge your client value proposition by complementing your coaching/advising expertise and services with tailored online education content designed to re-enforce key financial concepts critical to achieving financial freedom.

Key features:

  • Full access

    Unlimited access to Guidelines catalogue of online modulated education content from superannuation to money psychology and much more.

  • Course Management

    Allocate courses to client groups or individuals, and create course packages tailored to the specific needs of your client cohorts.

  • Monitor client progress

    Access reports and track client progress through course content.