No. View is a wholesale platform, designed to only assist customers of advisers once the adviser has positioned the estate planning solution.
As estate planning is part of discharging the ‘know your client’ rule under the Corporations Act, most advisers interested in estate planning understand the need to position relevant solutions with their customers.
Furthermore, as View’s model is to reinforce the adviser as the customer’s trusted adviser, View actively avoids ‘selling the solution’ directly to customers.
This said, there are a range of tools View provides to further support advisers including:
- Webinars, toolkits, strategy papers, podcasts, seminars, books, apps and FAQs (all of which can be rebranded to the adviser’s brand or co-branding with View)
- The closed community and discussion group for estate planning advisers (BFF service level of adVIEWser)
- On a matter by matter basis, the comprehensive and concierge service levels of View’s adviser facilitated platform that offer an initial strategy planning meeting
- The regular mentoring and coaching available in the Family service level of adVIEWser
- Various technology enabled tools View has integrated with (for example Astute Wheel and MyProsperity)
- The 2 further adviser communities View offers for technical estate planning (and related areas) – being techniVIEW and professional service firm business model development – being VIEWruption
- View’s free review service