Your Independence Advantage Toolkit

Click on the icons below to download your resources. 

You’ll receive the Independence Deliverables via email in a few days – keep an eye on your inbox!

Don’t forget to register for your bonus Independence Advantage Toolkit Live Q&A Session – Monday 23 March, 12.00pm AEDT.

See you on the call!

Curious about Membership of PIFA? 

For about a decade now the Profession of Independent Financial Advisers has been coaching advisers on what it takes to become independent and the benefits of going down that path for both the adviser and the client.

Some of the coaching points are structural (the nuts and bolts of actually being independent) and some are behavioural (the sort of mindset that works).

Over the last 12 months we’ve been methodically distilling those years of experience into an online coaching program for financial planners. This self-paced program is now available to new members of the Profession of Independent Financial Advisers.

Download the Monetising Independence Slide Deck

Download the Fee Conversion Flowchart

Download the Independence TofE Template