What BM-360 is
A financial adviser's price book, job list, and invoicing, covering initial advice, investment and super, and ongoing service.
Professional
Financial advice practice software for SOAs and ongoing service
An initial consultation and the Statement of Advice that follows it should not both need a bespoke proposal. Price the consultation, scope the SOA, from the same book.
Initial advice meeting
SOA / advice package
Annual review
SMSF guidance
Consultation to Statement of Advice
From first meeting to ongoing review
An initial consultation and an annual review meeting both sit in the same price book, so a client understands the cost of advice before they commit.
Client meeting or the office
Scope a new client straight after the first meeting. Build out ongoing service and review pricing from the office.
Ongoing fees stay transparent
An annual ongoing advice fee is its own line, so a long-standing client's invoice matches the service agreement, not a guess.
Your week
From enquiry to Statement of Advice
Financial advice runs on a defined process, and clients want to know the cost of each stage.
What goes wrong
A new enquiry gets a rough verbal estimate for "advice", and the real scope of the SOA only appears after a detailed fact-find.
How a job runs with BM-360
The enquiry lands on your job list, priced from the book, whether it is an initial consultation or an SOA.
What the week looks like
Initial consultations, SOAs, and annual reviews sit on the same list, and the invoice matches the stage agreed.
Price book
Jobs already named for financial advisers
Initial advice, investment and super work, and ongoing service are already listed, priced fixed-fee or annually. Prices stay hidden from the client until you confirm.
Initial advice
- Initial consultation
- Statement of Advice (SOA)
- Detailed fact-find session
Investment & super
- Superannuation review
- Investment portfolio setup
- SMSF establishment advice
Insurance advice
- Insurance needs analysis
- Income protection review
Ongoing service
- Ongoing advice fee (annual)
- Annual review meeting
- Estate planning coordination
Research & compliance
- Research platform access
- Compliance file preparation
- Product PDS collation
- Insurance PDS collation
- Super fund comparison report
- Risk profiling tool access
Retirement & aged care
- Retirement income plan
- Aged-care advice
Add-ons
- Urgent SOA preparation
- Home visit (metro)
- Interstate client meeting
- Dependants & estate coordination
Other business types
More in Professional
Each type has its own jobs and prices. If Financial adviser is close but not quite right, try another in this group, or see all business types.
Accountant
Tax, BAS, and advisory packages for sole traders and small companies. Fixed fees with optional retainers.
Bookkeeper
Monthly bookkeeping and catch-up work with clear package or hourly pricing.
Business coach / consultant
Strategy sessions, retainers, and growth packages for owner-operators.
Lawyer / solicitor
Fixed-fee legal packages for common SME and personal matters, with inspect-first for complex work.
Virtual assistant
A 10-hour monthly retainer and a one-off inbox and calendar cleanup should not need two different proposals. Price the retainer tiers, quote the one-off, from the same book.