Governance built into the pathway.
PreRetireez is designed to operate as firm-owned growth infrastructure, with defined responsibilities, approval points and reporting throughout the engagement.
Your firm retains oversight of the pathway.
The PreRetireez system is configured around the firm's brand, target clients, advisers, approval requirements and internal processes.
- Brand and positioning
- Target client criteria
- Campaign budgets
- Adviser availability
- Compliance approvals
- CRM and calendar access
- Launch decisions
- Material workflow changes
The exact approval and access process is confirmed during onboarding and documented in the engagement agreement.
A clear process before launch.
Campaign materials, consumer journeys and key workflow changes are reviewed with the firm according to the agreed approval process before implementation.
Clear ownership across the engagement.
- Builds and manages the agreed acquisition pathway
- Configures campaign, qualification and booking workflows
- Provides agreed performance reporting
- Recommends improvements based on available data
- Implements changes according to the agreed process
- Provides compliance direction and required approvals
- Maintains the licences and authorisations required for its advice activities
- Manages financial advice and client outcomes
- Provides adviser availability and internal resources
- Follows up consumer opportunities within agreed timeframes
- Confirms its target client and suitability requirements
Detailed responsibilities, approval requirements and service boundaries are confirmed in the engagement agreement.
PreRetireez supports acquisition infrastructure. It does not provide personal financial advice.
PreRetireez builds and supports the agreed consumer acquisition, preparation, booking and reporting pathway.
The participating advice firm remains responsible for:
- Its advice process
- Financial advice provided to consumers
- Licensing and authorisation requirements
- Client suitability decisions
- Advice documentation
- Internal compliance obligations
See how governance and responsibilities work inside the PreRetireez pathway.
Book a demonstration to review the acquisition system, approval process, reporting approach and responsibilities on both sides.
3 Foundation Firm spots remaining, no setup fee for suitable firms accepted into the pilot.