Financial advice comes in all shapes and sizes and with consumer needs and behaviours changing all the time, it's vital to ensure that you have access to the right level of support and solutions.
At SimplyBiz, we ensure that our members have the solutions they need for advising and for where they are perhaps unable, or simply choose not to advice, ensuring that in all cases, the client gets what they need.
As part of our core membership, we provide access to an array of solutions allowing firms to pick and choose those that complement and support their proposition.
SimplyBiz Investment Services
Expert investment intelligence to power your investment advice process. We provide you access to new in-depth investment research, market-leading financial planning tools and dedicated investment support.
If you offer mortgage advice, you can use our award-winning mortgage club, offering access to a range of lenders providing exclusive and semi exclusive rates, an extensive GI panel and a range of ancillary products.
For the areas which you do not wish - or are not qualified - to advise upon, we have a comprehensive referral solution, SimplyRefer. From care fees to pension transfers, general insurance and will writing, we have assembled a range of propositions and specialist providers to enable you to cover all your clients' needs.
SimplyProtect provides a comprehensive solution to help you quickly and efficiently meet your clients’ protection requirements. You receive enhanced commission rates from eight leading providers, which maintains your whole of the market status as well as comprehensive support, training and more.
APS Legal and Associates
For many firms, offering will writing and estate planning services to their clients has provided valuable new income streams. APS Legal provides the training and support so you can take instructions from your clients while the specialist team create wills, trusts and other legal documentation on your behalf.
Whether general insurance is an important revenue stream for your business, you’d like to grow in this area or you’re looking for a referral solution, Genius GI - the home of smarter insurance is our one-stop solution. Covering four key GI areas of home, landlords, ASU, and commercial insurance, Genius also offers a comprehensive range of specialist insurance products.
And if you’re looking at ways to engage your clients, then MyMarketing is perfect. Our complete marketing and communications service is exclusively available for Members of SimplyBiz. Whether you’re a total beginner and looking to make the first step into marketing your business, or you have big plans you need marketing support to realise, we’ve got a range of solutions and guidance to help.