What training and support are available to PROTECT subscribers?

We want you to confidently offer new services like Estate Planning and Asset Protection to your clients.

Register for fortnightly Member Exclusive Training Workshops

Timothy Munro, Founder of ChangeGPS, together with experts like Grant Abbott, will offer a unique open Q&A session fortnightly, where you can:

Ask specific client questions
Learn about structures you aren't as familiar with
Get specific learning on how Protect works
Ask any question you like to help you confidently roll out estate planning services to your clients

Please note, these workshops are an exclusive benefit for Protect subscribers.

Estate Planning and Asset Protection is about to change with PROTECT which offers a comprehensive Estate Planning strategy for your practice, including the ability to:

Create a digital database of all your client assets (including intercompany loans & personal items),
Seamlessly select from 6 basic and 19 advanced strategies per asset and entity,
Quickly produce an estimate using the templated fee summary and implementation plan for all strategies,
Brand New Presentation mode to share reports in video meetings.