AAG Packages

Foundation Package

AAG offers Advisers packages tailored to your business needs.

The foundations package provides you with all the core services you need to run an operational efficient practice. It includes our core services and business coaching to achieve your business objectives.

Core services are  technology, paraplanning, compliance, marketing, product and research.

Package summary

Compliance and Adviser Support

  • Induction training
  • Compliance by design
  • Specialised compliance offer
  • Regular adviser meetings

Paraplanning

  • Fee for use
  • Advice templates & CBD process approved

Tools and Software*

  • Advice templates
  • MLC Connect
  • XPLAN*

Professional Development

  • Kaplan OnTrack
  • Annual Conference / PD Days
  • Practice development – assessed at Onboarding

Advisory Boards

  • Compliance
  • Risk
  • Adviser onboarding
  • Investment

Research

  • Lonsec / MLC 360
  • Evidentia monthly updates

Practice development and support

  • Practice management
  • Business development
  • Regular site visits

Marketing & Communication

  • Market updates for clients

Technical Support

  • Access to technical support with most product providers

Pricing

  • Fees are available on application

* Software (XPLAN) You will have access to discount rates with key documents coded for your benefit
* Basic XPLAN – additional cost for extra subscriptions

Evolution Package

The evolution package is designed to take your practice to the next level.  You will have access to AAG Way and associated tools and support which includes:

• AAG 10 Step Advice Process
• Your Life Plan Strategy Paper
• Wealth Mastery Series
• MEET – acquisition of new clients
• FEVR Program – succession and transition to your retirement

Advisers who have met all the Licensee requirements as set in the Foundation Package, having shown a willingness to adopt embrace the AAG WAY and in accordance with their Transition & Succession program will be invited to upgrade from the Foundation Package to AAG’s Evolution Package.

Package summary

Compliance and Adviser Support

  • Induction training
  • Compliance by design
  • Specialised compliance offer
  • Regular adviser meetings

Paraplanning

  • Fee for use
  • Advice templates & CBD process approved

Tools and Software*

  • Advice templates
  • MLC Connect
  • XPLAN*

Professional Development

  • Kaplan OnTrack
  • Annual Conference / PD Days
  • Practice development – assessed at Onboarding

Advisory Boards

  • Compliance
  • Risk
  • Adviser onboarding
  • Investment

Research

  • Lonsec / MLC 360
  • Evidentia monthly updates

Practice development and support

  • Practice management
  • Business development
  • Regular site visits

Marketing & Communication

  • Market updates for clients

Technical Support

  • Access to technical support with most product providers

Pricing

  • Fees are available on application

* Software (XPLAN) You will have access to discount rates with key documents coded for your benefit
* Basic XPLAN – additional cost for extra subscriptions

Empowering you, the AAG way

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