Certainty Advice Group

Certainty Advice Group Reshaping Australia’s advice industry by fully separating financial products from financial advice. Financial Products are not Financial Advice.

Certainty Advice is for those simply seeking what is best for them – not a financial product recommendation pretending to be advice. Certainty Advice is an accredited standard for anyone seeking financial advice for their future without any product influence.

Something new is launching in July - and spots are limited.I'm launching a new 6-month development program for selected ...
05/06/2026

Something new is launching in July - and spots are limited.

I'm launching a new 6-month development program for selected advisers who are serious about building stronger engagement skills, creating more time, and growing their firm.

And it kicks off with a two-day intensive at the Certainty Advice Group Conference - Manly Beach, July 2 & 3.

This isn't a course. It's hands-on implementation with your real clients and real cases.

Here's how it works:

We start with a 90-minute onboarding session to understand your current reality, agree on your six-month objectives, review your client base, and create a skilling plan for your team.

Then on July 2 & 3, you join us at Manly Beach for a two-day intensive covering positioning, pricing, and the capacity crisis affecting every advice team - all focused on building more valuable advice teams, not just doing more work. (Valued at $1,950 + GST per seat, included in your program.)

Then weekly:

→ Monday Skilling Sessions: live skilling on Discovery, DeBrief, pricing, and Engagement Meetings for you and your whole team.

→ Thursday Role-Play Sessions: live role-plays using real cases with immediate feedback.

Plus monthly:

→ Principals-only Strategic Sessions: present progress against your plan, stay accountable, and work through what's got you stuck alongside a network of similarly minded principal advisers

Six-month minimum commitment. 30-day money-back guarantee.

If you're committed to implementing, the numbers work. If you're dabbling, it won't.

Comment "YES" or send us a DM to find out if this is right for you.

Most senior advisers carry a quiet assumption into every client meeting.They don't say it out loud. But it drives almost...
01/06/2026

Most senior advisers carry a quiet assumption into every client meeting.

They don't say it out loud.

But it drives almost every hiring decision, every workflow, every time they reschedule a holiday to chair a meeting themselves.

The assumption is: clients pay our fees because of me.

It's common. It's also wrong.

Two years ago, one of the firms I work with tested that assumption - an associate adviser, less than twelve months in, chaired an Engagement meeting without the senior.

The client engaged at $22,250 + GST.

Not because of the associate's experience or qualifications.

Because the team had learned how to uncover and position client value.

That's a skill. It can be taught.

The firms in my program that move fastest on this see associates chairing Discovery and Engagement meetings - at the firm's full minimum fee- within 18 to 30 months.

The senior advisers who've been through it all say the same thing: they wish they'd let go sooner.

Today's newsletter goes deeper on how it works, what clients actually said, and how the fee was positioned.

Link in bio (& below)
https://certaintyadvicegroup.com/when-senior-advisers-agree-to-perform-2nd-chair/

29/05/2026

One day left to secure early bird pricing.

“I believe the Certainty Advice philosophy is just as valuable as my technical skills as an adviser.”

Michael from shares how the framework helped him build stronger, more robust client conversations from the beginning of his business journey.

That is the focus of the Certainty Advice Conference in Manly this July: helping advice teams build the skills, structure and confidence to deliver more value through better conversations, clearer client alignment and stronger advice capability.

Early bird pricing ends TOMORROW, 31 May 2026.

Registration fees:
Normally $1,950 + GST per seat
Early bird $1,450 + GST per seat

Comment CONFERENCE if you would like the early bird details before pricing ends.

28/05/2026

Financial advice is not just about strategy.

It is about understanding what really matters to the client, then building the skills, process and alignment to deliver outcomes that are meaningful to them.

In this clip, Scott from shares how has helped their team better deconstruct clients’ non-financial objectives and strengthen the connection between adviser, client and advice strategy.

This is the kind of capability we will be exploring at the Certainty Advice Conference in Manly this July.

Early bird pricing ends THIS SUNDAY, 31 MAY!

Comment CONFERENCE if you would like the early bird details before pricing ends, or head to https://certaintyadvicegroup.com/conference/

27/05/2026

For Dieter Tode from Scope Advisory, the Certainty frameworks were not a short-term fix.

They became part of how the team identified value, managed advice relationships and kept growing together over time.

That is what stood out in this reflection.

The frameworks helped make it easier to let go, build the team, and support others to deliver great value with clients.

For advice businesses thinking about the next stage of growth, this is the real question:

Are your current ways of working helping the team grow beyond you?

Early bird pricing for the Certainty Advice Conference ends 31 May.

Comment CONFERENCE if you would like the details.

26/05/2026

For many advice teams, growth is not just about adding more clients or doing more work. It is about building the confidence, structure and capability across the team so more people can lead valuable client conversations.

That is the kind of practical team development we will be exploring at the Certainty Advice Conference in Manly this July.

Early bird pricing ends 31 May!

If you would like the early bird details before pricing ends, comment CONFERENCE.

26/05/2026

“We won’t go back to our old approach.”

That is how Tanya Carlson from Amplify Wealth describes the impact of working with Certainty Advice over the past 12 months.

Her reflection speaks to the value of better understanding client value across the whole advice team, and the difference that can make to how advice businesses engage with clients.

The Certainty Advice Conference takes place in Manly this July and will bring together advice professionals for two days of discussion around value, pricing, capability and the future of advice teams.

Early bird pricing ends on 31 May. If you would like the early bird details before pricing ends, comment below CONFERENCE.

Most advice firms don’t have a revenue problem.They have a capacity problem. I recently spoke with a principal whose spr...
26/05/2026

Most advice firms don’t have a revenue problem.
They have a capacity problem.

I recently spoke with a principal whose spreadsheets showed healthy margins, strong revenue, and a profitable future. On paper, everything looked under control.

In reality?
The team was overloaded, growth had stalled, and the “solution” - hiring more people - only made capacity worse.

Cost-to-serve models might predict profits.

But they rarely measure what actually matters: team capacity, client value, and the real cost of growth.

In my latest blog, I unpack why so many firms are profitable on paper… but stretched in practice - and why “capacity-to-serve” may be a far more valuable framework moving forward.

Worth a read for any advice business owner feeling the pressure of growth.

https://certaintyadvicegroup.com/forget-cost-to-serve-models/



Let me know if I forgot anything. Thanks.

Most advice firms don’t have a revenue problem.They have a capacity problem. I recently spoke with a principal whose spr...
26/05/2026

Most advice firms don’t have a revenue problem.
They have a capacity problem.

I recently spoke with a principal whose spreadsheets showed healthy margins, strong revenue, and a profitable future. On paper, everything looked under control.

In reality?
The team was overloaded, growth had stalled, and the “solution” - hiring more people - only made capacity worse.

Cost-to-serve models might predict profits.
But they rarely measure what actually matters: team capacity, client value, and the real cost of growth.

In this latest blog, I unpack why so many firms are profitable on paper… but stretched in practice - and why “capacity-to-serve” may be a far more valuable framework moving forward.

Worth a read for any advice business owner feeling the pressure of growth.

https://certaintyadvicegroup.com/forget-cost-to-serve-models/

20/05/2026

The best advice teams aren’t just skilled. They’re aligned.

When your team has a clear, robust approach to delivering advice, the experience becomes more consistent, more productive and more valuable for clients.

That’s what this team was looking for when they engaged Certainty Advice - a streamlined business process that could support the entire team, not just one adviser.

At this year’s Certainty Conference, we’ll be unpacking how advice teams can build stronger structure around how they position, price and deliver advice, so value is understood across the team and felt by every client.

Early bird registrations close 31 May.

Join us in Manly Beach on 2–3 July for two practical days focused on building more valuable advice teams, not just doing more work.

Comment CONFERENCE or message us for details.

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+61289669135

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