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    Updated infographics now available on Quotemonster!

    18/05/202218/05/2022 Doreen Dutt

    Along with our upgraded website, we have also reviewed and updated all our infographics!  Once you’ve logged into Quotemonster, you can find these under “Adviser

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    General Training

    Advicemonster just got better

    10/05/202210/05/2022 Doreen Dutt

    Great news! We have officially launched our new website along with some major upgrades to our Advicemonster service! This builds a statement of advice from

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    General

    You’re invited to our next Advicemonster demonstration!

    28/03/202228/03/2022 Doreen Dutt

    Great news!  Our highly anticipated Advicemonster training session has been scheduled for Wednesday, 30 March 2022 11:30 am-12:30 pm.  Come join us to learn more

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    Advicemonster General

    The new Advicemonster

    15/03/202215/03/2022 Doreen Dutt

    Would you like to join us and explore the new Advicemonster statement of advice builder? Achieve complete control of your SOA within a highly automated

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    Advicemonster General

    The attraction of one page plans

    15/11/202115/11/2021 Doreen Dutt

    It was great to have feedback from a few advisers that have requested copies of our draft one page life and health insurance plans. We

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    General

    A one page personal risk plan summary?

    28/10/202115/11/2021 Doreen Dutt

    In a recent newsletter we mentioned that we were in the process of developing a one page personal risk plan summary for Advicemonster (our system

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    General Training

    FYI: Advicemonster accommodates advisers who offer limited advice

    13/09/202115/11/2021 Doreen Dutt

    The current AdviceMonster process captures scope limitations and automatically reflects that in the SOA, as well as providing scope for advisers to further explain or

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    General

    Quality Product Research – Advicemonster Demonstration

    11/06/202111/06/2021 Doreen Dutt

    We have scheduled an Advicemonster Demonstration with Russell and Treena on Tuesday, 22 June 2021 11:00 AM to 12:00 PM.  In this session, we will

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    General

    Research, Advicemonster and Website Updates – 01 April 2021

    06/04/202106/04/2021 [email protected]

    The Quotemonster team have been working hard to improve the services that we offer our advisers. Listed below are the major enhancements that we have

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    Regulatory

    QPR: Updates for Implementation of new FSLAA Regime

    02/03/2021 [email protected]

    PLEASE READ: important information for compliance with the implementation of FSLAA on 15 March To help you prepare for the implementation of the Financial Services

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