A plan for every servicing need
Our plans are designed with you in mind.
The orange plan ensures you meet you regulatory minimums, keeping your ongoing fees safe, giving you time back to nurture client relationships.
Aqua provides a deeper level of support, extending to include consumer understanding and vulnerability checklists, providing touch points in your advice journey, ensuring you have a higher level of care and professionalism for your client and their needs.
Aqua + includes an additional premium for completing all investment and pension top-ups throughout the year, managing those business registers and ensuring withdrawals are dealt with swiftly.