“My clients love getting their Retirement Health Check reports. Sometimes when my admin rings them up to ask if they have received the report and if they have any questions, they often say that they have received but yet to read but it is on their coffee table/kitchen bench and they will definitely be reading the report, its not a report they just throw in the bin!”
“After sending out the first newsletter, I had a client whom I had not been in touch with for years ring me up. I ended up reviewing his insurances and the income generated more than paid for the what IAS charged me for the first year!”
"We are absolutely stoked with the way and ease it has been rolled out and the professional final product that gets delivered to clients. It has transformed our practice from being 'reactive' to 'proactive' and it has already improved our experience at review meetings with our clients."
- Nathan Tiberi (Creative Wealth Ideas)