Packages and Services

Choose from the range of services to select the ones that add the most value to your business. Please contact us at info@strategysteps.com.au for help to select the best package for you.
 

Step-in member services

For an annual fee you can replicate or enhance an internal technical and strategy support service. With independence and a practical approach to strategy development this can increase your business opportunities and add value to your clients.

You can design your Step-in member package to include:

 

Desk Caddie

Take a quick tour of Desk Caddie.

Our comprehensive on-line library can support your business by:

  • Allowing you to search for 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 updated daily as the legislative changes occur, and is written in simple English for easy use.

Click here to view a brochure on Desk Caddie.

 

Tactical Tips

Add this package to Desk Caddie to get a snapshot of the month that was and ideas on using strategies to generate business opportunities. This is a unique service that helps you to look for ideas to market to clients that are timely or add value to your relationship. Tactical Tips can also provide a solution to help accumulate CPD points, with points attached for eligible users.

 

E – help support

Obtain answers to your specific questions on general technical issues or to solve a specific client need. Provided as an email service, it is time efficient and supports your compliance process with written answers.
 

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 at info@strategysteps.com.au to discuss your tailored package.