For financial planners
The business is the biggest asset in the plan. Do you know what happened to it this month?
Your business-owner clients tell you about super, insurance and the house. They don’t always tell you the company is being deregistered, the licence has lapsed, or a regulator has named them.
Those change the plan. They’re public the week they happen.
Catchwind tells you.
What lands in your inbox
Business status
ABN and GST registrationNational
You hear when a client’s ABN is cancelled, their GST registration starts or stops, or they add or drop a trading name, so you are not caught out at BAS or tax time.
Company registerNational
You find out when a client company changes name or status, or is heading for deregistration, often before the client thinks to tell you.
Licences and registrations
Financial services and credit licencesNational
If a client’s financial services or credit licence changes or ends, you hear about it, because it changes what the business is allowed to do.
Regulator action
ASIC action announcementsNational
If a client is named in an ASIC release, you hear it from us, not from the newspaper.
ASIC banned and disqualified organisationsNational
You hear if a client, or a business your client deals with, is added to ASIC’s banned list.
How it plays out
The plan that still matched the business.
Monday’s digest: a client’s company has changed status on the ASIC register. You bring the review forward. Buy-sell cover, succession and super all get checked against what the business is now.
The licence that was the income.
An alert: a client’s credit licence has ended. The business can’t trade the way it did yesterday. You’re talking about income protection and cash reserves that week.
The name you needed to know about.
ASIC adds an organisation to its banned and disqualified list. If it’s a client, or a provider your client relies on, you hear it from us.
The ABN that went quiet.
A client’s ABN is cancelled. The business has stopped, or changed, and nobody updated the plan. Now you can.
Why planners sign up
Reviews triggered by real events.
Not just the calendar.
The business side of your client, covered.
The part of their life you see least and that matters most.
Know your own industry.
Licence changes and ASIC action, in your inbox.
Advice that’s current.
A plan built on last year’s business is a risk to you both.
78 cents a client, or less.
Starter covers 50 business clients for $39 a month.
Your clients never hear from us
We never contact your clients. We never sell your client list or use it to market to anyone.
To them, you’re just very well informed.
How we handle your client listFirst month free.
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