Certainty Advice Group

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.

19/06/2026

Future advice conversations will not look like the ones most firms are built around today.

They will be more complex.

More personal.

More emotionally loaded.

Complex families. Capacity. Dependency. Pricing. Team roles.

And the firms that handle them well will not be the ones relying on one experienced adviser to carry every hard conversation.

They will be the firms with agile teams who can identify, price and manage complex advice relationships properly.

That is what we’ll be working through at the Certainty Advice Conference in Manly on 2–3 July.

Not theory.

Real cases. Real conversations. Real plans.

Two days to build a firm that can deliver harder advice conversations without every one of them needing you in the room.

Places are limited and we’re close to capacity.

Comment MANLY if you’d like the details.

17/06/2026

Most advice firms say they're building a team.

Most are actually building a business that can't survive without one person.

Theme #2 at the Certainty Advice Conference (2–3 July, Manly Beach) is about the difference - and what teams like yours are doing to make that difference.

Here's a video with more info.

Last seats remain for the 2026 Certainty Advice Conference. 2–3 July, Manly Beach.
Register here or find the link in our Instagram bio

https://zurl.co/ykYs2

16/06/2026

For Tim Carrigg, becoming a Certainty Adviser came at a time of transition.

Like many advice principals, he was looking for a clearer path forward - one that supported better decisions, deeper client engagement and a more valuable advice experience.

His reflection speaks to what Certainty is really about: helping advice firms build with more clarity, confidence and purpose.

At the 2026 Certainty Advice Conference, we’ll be continuing this conversation with principals who are openly sharing their engagement propositions, pricing strategies, business plans and growth expectations.

If you’re serious about strengthening the value your firm provides - and being rewarded fairly for it - this is the room to be in.

Manly Beach | 2–3 July 2026
Only 60 spots available.

👉 Grab your ticket here: https://zurl.co/X926i

Some advice conversations do not begin as advice conversations.They begin as a favour.A “quick chat.”A trusted client as...
15/06/2026

Some advice conversations do not begin as advice conversations.

They begin as a favour.

A “quick chat.”

A trusted client asking you to speak with their adult child.

But within minutes, the real complexity appears.

Marriage plans. IVF. Career change. Family expectations. Financial pressure. A partner who is not in the room. Parents who are valued clients. A person trying to make decisions that may shape the rest of their life.

This is where advice becomes more than knowledge.

Because the hardest advice topics are rarely just technical.

They sit inside judgement, relationships, competing priorities and human consequence.

In this piece, Jim explores what happens when a simple introduction becomes a much harder advice conversation — and what advisers need to recognise before pushing on.

Read the article here (or via the link in igbio)
https://certaintyadvicegroup.com/hard-advice-topics/

To follow on from Tuesday's post, here's the question I keep coming back to when I speak with principals in well-run fir...
12/06/2026

To follow on from Tuesday's post, here's the question I keep coming back to when I speak with principals in well-run firms.

Not - are you profitable? But - are you profitable enough to fund what's coming?

The remuneration expectations of your next generation of advisers.

The IT investments you can't avoid.

The partner exits that are closer than most want to admit.

Most firms running at 30 to 35 percent margins aren't.

And most haven't done the maths to know it yet.

If you want me to share my superprofit benchmarks for a firm at your stage - what the numbers should look like, and the one pricing lever most principals are ignoring - comment SUPERPROFITS or send me a DM and I'll send them through.

P.S. The Certainty Advice Conference on 2–3 July in Manly is where principals who are already building superprofits will share what changed. Capped at 60 and only a few seats left. Details here if you're ready to go further.

https://tinyurl.com/CAGCONFERENCE26

10/06/2026

It’s not compliance. It’s not competition. It’s not fees.

It’s the business model most firms are still running with.

Here I unpack what that means - and what the best advisors will be doing differently.

20 seats remain. 2–3 July, Manly Beach.

Comment CONFERENCE and we will send you the details or head to the link in our bio (or below)

https://tinyurl.com/CAGCONFERENCE26

Jim

10/06/2026

“We were engaging clients, but doing too much work - and we weren’t charging enough. We didn’t know how to show the value of what we were doing.”

Sound familiar?

At the 2026 Certainty Advice Conference (Manly Beach, 2–3 July), principals just like this one will be sharing their engagement propositions, pricing strategies, business plans, and growth expectations - openly and honestly.

Only 60 spots. If you’re serious about understanding the value you provide and being rewarded fairly for it — this is your room to be in.

👉 Grab your tickets before they’re gone:https://tinyurl.com/CAGCONFERENCE26

Australians are feeling the pressure.Rising living costs, economic uncertainty, and a growing sense that the future is h...
09/06/2026

Australians are feeling the pressure.

Rising living costs, economic uncertainty, and a growing sense that the future is harder to predict than it used to be are driving demand for quality advice.

At the same time, advice firms are facing their own challenges: talent shortages, escalating costs, AI investment, and succession pressures.

In my latest blog, I explore a concept I believe most principals have never properly defined - superprofit.

Not profit. Superprofit.

Because the firms that thrive over the next decade won't be the ones chasing margins; they'll be the ones generating the reserves, capability, and capacity needed to attract great people, invest in the future, and fund successful partner transitions.

The most overlooked lever? Pricing.

Worth a read if you're thinking seriously about the future value of your advice business.

Link in bio and below.

https://tinyurl.com/y96epu79

08/06/2026

Responsibility bias is silent.

It doesn’t feel like fear. It feels like professionalism.

It sounds like:

“I should be in that meeting.”
“The client expects me.”
“No one else can handle this.”

And it costs you. Every. Single. Time.

Not just in the meeting. In the years you never get back.

One principal adviser put it simply:

“My team have the skills. They’ll build the experience - but only if I let go.”

That is the shift.

Because the team does not build confidence while the principal keeps stepping back in.

Three things typically block principals from letting go.

All three are fixable.

None of them are really about the team.

If this feels familiar, it may be time to look at what your team can only build once you stop stepping back in.

Send us a DM if you’d like to explore what this could look like inside your advice firm.

Something new is launching in July - and spots are limited.I'm launching a new 6-month development program for selected ...
05/06/2026

Something new is launching in July - and spots are limited.

I'm launching a new 6-month development program for selected advisers who are serious about building stronger engagement skills, creating more time, and growing their firm.

And it kicks off with a two-day intensive at the Certainty Advice Group Conference - Manly Beach, July 2 & 3.

This isn't a course. It's hands-on implementation with your real clients and real cases.

Here's how it works:

We start with a 90-minute onboarding session to understand your current reality, agree on your six-month objectives, review your client base, and create a skilling plan for your team.

Then on July 2 & 3, you join us at Manly Beach for a two-day intensive covering positioning, pricing, and the capacity crisis affecting every advice team - all focused on building more valuable advice teams, not just doing more work. (Valued at $1,950 + GST per seat, included in your program.)

Then weekly:

→ Monday Skilling Sessions: live skilling on Discovery, DeBrief, pricing, and Engagement Meetings for you and your whole team.

→ Thursday Role-Play Sessions: live role-plays using real cases with immediate feedback.

Plus monthly:

→ Principals-only Strategic Sessions: present progress against your plan, stay accountable, and work through what's got you stuck alongside a network of similarly minded principal advisers

Six-month minimum commitment. 30-day money-back guarantee.

If you're committed to implementing, the numbers work. If you're dabbling, it won't.

Comment "YES" or send us a DM to find out if this is right for you.

Address

Sydney, NSW
2095

Telephone

+61289669135

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