Foundation Package

Foundation Package – Core Offer

The package includes…

  • AAG Licensee PI & Xplan
  • Choice of 2 Investment Management Platforms
  • Choice of Commercial Debt  Funding Package
  • Menu of Additional Services
  • Access to financial planning software
  • Advice tools & templates
  • Investment Research & technical Support
  • Professional Development
  • PDM, Licensee Standards
  • Compliance Audits
  • Compliance remediation
  • Revenue Collection
  • Kaplan Access
  • Career Pathways Program
  • AAG APL & Tailored Managed Accounts Solution
  • Choice of Branding & Marketing Collateral**
  • AAG Paraplanning Service: Compliance by Design (Bos)
  • Future Enterprise Valuation Realisation Program – FEVR®
  • Succession & Transition to retirement Program

$46,000k 1st Ar $25k 2nd Ar Pi $8,800 PA

* non negotiable Year 1: Licence fee subject to change and inclusive of gst 1 0ct 2020 ** T’S & C’S apply – Own Brand own cost

Empowering you, the AAG way

At AAG, we are committed to helping our advisers focus on doing what they do best, serving their customers.