• warning: pg_query() [function.pg-query]: Query failed: ERROR: syntax error at or near "not" LINE 1: CREATE TABLE if not exists content_access_ospl( ^ in /home/carpo/public_html/includes/database.pgsql.inc on line 139.
  • user warning: query: CREATE TABLE if not exists content_access_ospl( nid int_unsigned NOT NULL DEFAULT 0, settings text, CONSTRAINT content_access_ospl_pkey PRIMARY KEY (nid) ) WITH(OIDS=FALSE); in /home/carpo/public_html/sites/all/modules/strategysteps/strategysteps.module on line 259.
  • warning: pg_query() [function.pg-query]: Query failed: ERROR: relation "content_access_ospl" does not exist in /home/carpo/public_html/includes/database.pgsql.inc on line 139.
  • user warning: query: SELECT * FROM content_access WHERE nid NOT IN (SELECT nid FROM content_access_ospl) in /home/carpo/public_html/sites/all/modules/strategysteps/strategysteps.module on line 262.
  • warning: pg_query() [function.pg-query]: Query failed: ERROR: relation "content_access_ospl" does not exist in /home/carpo/public_html/includes/database.pgsql.inc on line 139.
  • user warning: query: SELECT * FROM content_access_ospl WHERE nid = 3 in /home/carpo/public_html/sites/all/modules/strategysteps/strategysteps.module on line 278.

Desk Caddie® and support

Desk Caddie®

Desk Caddie offers your business practical support to help develop client strategies and advice solutions. It also keeps you up to date with the latest news and provides advice tips for client reviews. 

This is more than an on-line technical library as it offers a range of practical tools including flowcharts, Steplists and quick calculators. Desk Caddie can support your business by:

  • Allowing you to find answers to your questions
  • Helping you manage the quality and consistency of advice in your office
  • Upskilling new financial planners and increase the knowledge of your existing advisers
  • Providing the interpretation and analysis of legislation and strategies at your fingertips
  • Keeping you up to date with changes to financial planning strategies.

Desk Caddie is on-line with an easy-to-navigate structure. It is continually updated as legislative changes occur, and is written in simple English for easy use.

Take a quick tour of Desk Caddie or  Click here to view a brochure on Desk Caddie.

Customised services

Where you have specific business needs we can work collaboratively with you to develop tailored services. This could include:

  • Client education and marketing materials
  • Speakers for seminars to clients or professional referrers
  • Training days and workshops
  • Projects to enhance the quality of advice across your business
  • Consulting on projects to accelerate your business expansion
  • Positioning your services or products against client needs and advice strategies.

Contact us

Contact us at info@knowitdigital.com.au to discuss your tailored package or to sign-up as a Desk Caddie member.