Certainty Advice Group

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Certainty Advice Group Reshaping Australia’s advice industry by fully separating financial products from financial advice. Financial Products are not Financial Advice.

Certainty Advice is for those simply seeking what is best for them – not a financial product recommendation pretending to be advice. Certainty Advice is an accredited standard for anyone seeking financial advice for their future without any product influence.

27/10/2026

They tripled their average annual client fee.

That’s one part of the transformation this firm describes after almost seven years of working with Certainty Advice Group.

A higher-quality proposition. Higher-quality clients. A team that has excelled and grown with the business.

As they explain, it’s taken work. But the change goes well beyond pricing.

If you feel you’re working too hard for too low a fee, I am offering a limited amount of 'Better Fees in 2027' sessions from November '26 – January '27. The focus is on closing the gap between what you’re charging and what you’re worth.

One full day. Just you and your fellow owners. Focused on your firm’s 2027 pricing for new and existing clients.

Comment or message me ‘FEES’ and I’ll send you the details.

“Business is good, Jim. Busy, but good.”Last month I met with Newcastle Guy.A good adviser who’s been advising for twent...
26/10/2026

“Business is good, Jim. Busy, but good.”

Last month I met with Newcastle Guy.

A good adviser who’s been advising for twenty-four years, looks after approximately 180 families and generates around $1.2m in revenue.

Some weeks had eight or nine client meetings.

He handles every review. Every new client meeting. Every important client issue.

All him.

He’s never been busier, but he’s been happy with that.

But he acknowledges that more growth means getting busier.

That’s not just a capacity problem.

It’s also a ‘fuel’ problem.

Newcastle Guy delivers what I call specialist advice.

Clients pay him to access his technical expertise as their specialist.

His clients value their access to him as it means they don’t have to worry about their financial decisions.

Reduce access to him, and his clients’ value will change.

Principal advice differs from specialist advice.

It is powered by the outcomes clients value and any financial complexities clients need managed.

Principal advice does not lessen the need for technical advice.

However, it fundamentally repositions the purpose of technical advice while broadening the advice relationship beyond the technical.

My advice to Newcastle Guy was to at least consider adding additional battery power.

Keep your fossil fuel engine running, but also build your battery power with principal advice models and skills running in parallel.

The question isn’t whether your vehicle runs well today.

It’s whether it’s the vehicle you’d buy for the next ten years.

If you stepped out of the driver’s seat for three months anytime in 2027, would the fuel powering your clients’ relationships be depleted by your return, or as full as when you left?

If you’re a delayer, not a denier, there’s a special opportunity to set up more battery power.

Between now and the end of January, I’m running a handful of one-on-one Better Fees in 2027 days with advice firm owners.

If interested, comment “Interested” or send me a message, and I’ll send you the details.

21/10/2026

Will 2027 be another year of working too hard for too low a fee?

Between now and the end of January, I’m running a small number of Better Fees in 2027 sessions for advice firm owners.

These sessions close the gap between what you’re charging and what you’re worth, so you’re paid properly in 2027.

One-on-one. Just you and your fellow owners. Not a group.

One full day of pricing your firm’s 2027 advice for new and existing clients.

The session is designed to make decisions and commit to implementation, not generate more paperwork.

Existing clients using the Certainty Advice approach have tripled their fees, moved beyond their fee comfort zones and addressed the capacity problems holding their firms back.

If this is for you, message me or comment “FEES” and I’ll send you the details.

Not every prospective client is the right client for your advice firm.So how do you know who is the right fit before the...
21/10/2026

Not every prospective client is the right client for your advice firm.

So how do you know who is the right fit before the first meeting?

In Episode 5 of Certainty School, I explore the importance of Conversation Zero – the screening conversation that takes place before the first client meeting.

Effective screening isn’t about impressing prospects. It’s about assessing whether they’re the right fit for your advice firm.

Discover how to identify ideal clients, improve productivity and build stronger long-term advice relationships through a consistent, team-based screening process.

The goal? To make better decisions about who you serve and how you serve them.

Watch Episode 5 of Certainty School:
https://zurl.co/vE4yQ

Earlier this month I conducted a review session with a firm in Canberra.A large advice firm.Growing fast through mergers...
20/10/2026

Earlier this month I conducted a review session with a firm in Canberra.

A large advice firm.

Growing fast through mergers and acquisitions.

And something was off.

There was no lack of opportunities or growth targets.

However, my side discussions with the firm’s advisers and support team discovered something else entirely.

For the team, it’s a pressure cooker.

Staff turnover has been climbing, and the firm’s plans are threefold: hire more advisers, beef up their people policies and hire more head office talent.

Here is the problem.

It won’t work.

Not because it’s getting harder to find good people.

Because of where the value sits.

Most advice firms grow the same way.

A good adviser builds loyal clients. Demand grows. The adviser gets busier. Another adviser is hired to help with the workload.

Busy expert. Hire expert. New dependency. Busier firm.

That’s a team of experts. Every hire kicks the dependency issue down the road rather than curing it.

An expert team, on the other hand, starts starts advice conversations somewhere else entirely.

The value of the adviser-client relationship is based upon what is of value to the client. Achieving what is significant to them, while overcoming whatever is blocking them.

Advice team members can change; however, what the client values doesn’t walk out the door when a departing team member leaves.

Advice firms won’t win the wage war against the institutions.

They don’t need to.

They need to give clients, and their teams, reasons to stay that institutions can’t match.

So here’s my question.

If your best adviser left tomorrow, what would your clients and your team still value about your firm?

Read the full article: https://zurl.co/ChN41

15/10/2026

Good advice doesn’t happen by accident.

It takes a team willing to step away from the day-to-day, challenge how they work and focus on what clients genuinely value.

Great to spend time with the My Wealth Solutions team working through these conversations.

Still the bottleneck in your own firm?You've built something real - $350K+ in revenue, solid clients, a team.But clients...
13/10/2026

Still the bottleneck in your own firm?

You've built something real - $350K+ in revenue, solid clients, a team.

But clients still want you.

Fees are still stuck in a pricing model from 20 years ago.

And growth just creates more chaos, not more freedom.

That's exactly what the Certainty Advice Program fixes.

We work with established advice firm owners to build three things:

→ Team-based propositions - clients trust your team, not just you

→ Controlled capacity - growth stops creating chaos

→ Value pricing - fees that actually reflect what you deliver

We do this through your real client meetings, your actual cases, your specific numbers. Not theory. Implementation.

Reine Clemow went from $3,600 to $12,000 average client fees. Lucian Russ achieved 6x ROI in his first six weeks.

This isn't for everyone. If you're still deciding whether you need to change, this won't work. But if you got through this carousel nodding your head - you're exactly who we built this for.

Comment READY or send us a DM to book a Certainty Call.

12/10/2026

Are you growing revenue but wondering where the profit has gone?

More work often creates more activity, more staff and higher costs.

But activity isn’t the same as productivity.

Most businesses spend their time in the Fee Comfort Zone. Doing work they know how to do. Charging fees they’re comfortable asking for. Serving clients they know they can help.

The problem? Taking on more of that work can make you busier without making your business more profitable.

In Episode 4 of Certainty School, I share the Price Zone Grid - a practical framework for understanding where your pricing sits today and how to move beyond your Fee Comfort Zone.

I also explore how to test higher value pricing and use your fees to fund growth, without simply taking on more work.

Watch Episode 4 now on YouTube:
https://zurl.co/zB4as

He’s 42.A partner in a big accounting and advice group.Good salary, good car, young kids in good schools.Over coffee in ...
12/10/2026

He’s 42.

A partner in a big accounting and advice group.

Good salary, good car, young kids in good schools.

Over coffee in Brisbane’s Newstead last month, he told me he is losing enthusiasm for the advice approach his firm is pursuing.

The important targets he’s been asked to focus on are about gathering more assets for the firm. Any measure of the value his clients receive is assumed by their retention.

He feels the model has a shelf life. But he also knows if he leaves, the security leaves too.

So he stays.

Uncomfortable, but paid.

We talked about how technical advice is being commoditised faster than ever before.

Two types of advisers will endure.

The first will be specialist advisers.

The second will be Principal Advisers.

Unlike specialist advisers, Principal Advisers will have enduring initial and ongoing fees. Because the value they deliver is renewed every year.

The technical part is about to get cheaper and easier to access.

The principal part never will.

Which brings me back to my partner over coffee.

His problem isn’t capability. I reckon he has all five of these traits in him.

His problem is a model that pays him not to use them.

Read the full article: https://zurl.co/4QXoW

If the technical part of your advice were free tomorrow, would your clients still pay you enough to earn the returns you deserve?

08/10/2026

Why do some advice firms grow while others feel stuck?

In Episode 03 of Certainty School, Jim looks at the journey advice firms take and what can help them move forward.

Watch the full episode here: Ep 3: How Advice Firms Grow

Where would you say your firm is on that journey?

Address

Sydney, NSW
2095

Telephone

+61289669135

Website

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