Help your clients get their affairs in good order
Clients arrive at their first meeting disorganised. Details are scattered across drawers, inboxes and half-remembered logins, and the session is spent reconstructing basics that should have been in the room already.
In Good Order changes that. Clients complete the workbook, including a purpose-built Adviser Briefing Sheet, before they see you - so meetings start with the full picture. An annual review keeps their records current, so every conversation after that starts from the same clean base.
What we offer practices
Bulk purchase codes
Buy In Good Order in volume for your client base at a practice rate. Distribute codes to clients as part of your onboarding or annual review, so every household you advise arrives prepared.
Adviser Briefing Sheet
A one-page summary clients complete before their meeting - assets, liabilities, key contacts, existing documents and current concerns. Your first session begins with the full picture, not a fact-find.
Enquire
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