The app
One desktop app, from first model to signed advice.
Adviser Toolkit runs natively on your Mac or PC. Build the modelling, present it to the client, then draft the ROA or SOA from the same scenario. No re-keying, no screenshots, no Xplan.
Modelling · Investment comparison
FY2025-26Net return
6.5%
Horizon
20 yrs
Basis
After tax
What’s inside
The whole advice workflow, in one place.
25+ modelling tools
Loans, income tax, CGT, super, retirement, age pension, TTR, debt recycling, property vs shares, multi-scenario and sensitivity. Every assumption shown and editable, every rate from a single Australian config.
Client profiles
Build a client's position once. Reuse it across every tool and scenario, so you're never re-keying the same figures into another spreadsheet.
ROA & SOA drafting
Vera turns a modelled scenario into a first-draft Record or Statement of Advice. You stay the author and approver; she assembles the document around your numbers.
Your brand, everywhere
Set your logo, colours and fonts once. Every screen you present and every document you export looks like it came from your firm.
Client-ready exports
Polished PDF for the client and a full Excel workbook with the workings as live formulas, an argument you can defend to the client and your licensee.
Built for compliance
Every output carries its assumptions, the financial year and rate set used, and the general advice warning, handled by a single compliance layer.
The toolkit
The tools advisers reach for daily.
Built and vetted by practising Australian advisers, so the numbers hold up in front of a client and on the file.
Lending
- Home loan amortisation
- Debt recycling
Tax
- Income tax
- CGT on property sale
Super
- Super contribution opportunities
- Transition to retirement
Retirement
- Retirement modelling
- Age Pension means test
Investing
- Property versus shares
- Investment comparison
- Multi-scenario comparison
- Sensitivity analysis
See it on your own client’s numbers.
Book a walkthrough and we’ll model a real scenario with you, end to end, then show the advice document drop out the other side.
Desktop apps are on the way. Click to be told the day they land.