Advice Creation Service

ADVICE TEMPLATE CONSULTANCY

Elevating your business profile with premium advice.

Let us help you create a Statement of Advice that is easy for a client to understand with all the benefits of linked Planolitix data.

ADVICE BUILDER / DISCOVERY
$250  /one-off* Advice discovery consultation to
understand your advice creation needs

Includes

  • Advice Discovery & Consultation
  • Set-up your Advice Template
    in Planolitix
  • Template Formatting
  • Apply Data Hookups
  • Review Advice Structure
  • Editorial Content Analysis
  • Advice Template Training
  • Custom Content Consultation (2hrs)
  • Custom Copywriting
  • Compliance Integration $POA
Book Advice Builder / Discovery
*Pricing is GST exclusive and in NZD
*Payment by credit card only
ADVICE BUILDER / STANDARD
$2000 /one-off* Streamlining your advice templates
to advance your business

Includes

  • Advice Discovery & Consultation
  • Set-up your Advice Template
    in Planolitix
  • Template Formatting
  • Apply Data Hookups
  • Review Advice Structure
  • Editorial Content Analysis
  • Advice Template Training
  • Custom Content Consultation (2hrs)
  • Custom Copywriting
  • Compliance Integration $POA
Book Advice Builder / Standard
*Pricing is GST exclusive and in NZD
*Includes 1 product template only
*Maximum 2 sets of revisions
*Additional support charged hourly
*Payment by credit card only
ADVICE BUILDER / PLATINUM
$POA /one-off* Elevating your business profile
with premium advice content

Features

  • Advice Discovery & Consultation
  • Set-up your Advice Template
    in Planolitix
  • Template Formatting
  • Apply Data Hookups
  • Review Advice Structure
  • Editorial Content Analysis
  • Advice Template Training
  • Custom Content Consultation (2hrs)
  • Custom Copywriting
  • Compliance Integration $POA
Book Advice Builder / Platinum
*Pricing is GST exclusive and in NZD
*Multiple templates $POA
*Multiple sets of revisions
*Based on hourly rate
*Payment by credit card only