Advisers

You're experts in what you do.
We're experts in what we do.

Let's work together!

Providing good quality financial advice that covers the immediate and future needs of clients is nothing new to financial advisers. Being able to show evidence of client-centric advice has moved from best practice to an absolute necessity, so it has never been more important to partner with the right people.

Having a legally valid Will can save thousands of dollars in estate administration fees and cut the time to settle an estate. A Will complements the work you already do with clients.

At Footprint, we take the responsibility of looking after your clients seriously. We know that when you refer your clients to us, we are also representing your brand, your business and your standard of professional quality. We never lose sight of this and work hard to create superior products, services and experiences.

There are a number of benefits to you and your clients when you work with Footprint

Advisers

  • Help protect your clients and their families
  • Add value through our unique packages
  • We tailor solutions to suit different business needs
  • Reporting to help you keep track of your client requests

Your clients

  • Access to a quick, jargon free, platform 24/7
  • Discounted Wills, because they were referred by you
  • Access to support from the Footprint team
  • Can help reduce time and cost for families settling an estate
  • Helpful service consultants to answer questions and support as required
  • All Wills are reviewed by our team
Working with us is easy!

Sign up to start referring, or book a demo and our team will help you get the ball rolling.

What our customers are saying
Footprint? More like Fastprint! These guys are lightning-fast. We’ve been sending our clients their way for a while now, and they’ve never complained about a slow process. Their online system is a breeze. It’s so easy to use, even we can figure it out! And their customer service? Top-notch. Friendly, helpful, and always ready to answer your questions. If you’re looking for an estate planning partner who’s efficient, easy to work with, and actually nice, Footprint’s your go-to.Shak and AviHalo Advisers
Ensuring that a client has a Will in place forms part of my advice process, and working alongside Footprint has made that process seamless for me and my clients. When I offer them a will from Footprint, I know that they are in good hands. Their needs are taken care of professionally and with ease. The Footprint team is very customer centric and I highly recommend them and the services that they provide.Andrew HendricksHencoz Financial Services
Footprint’s commitment to tailor solutions for our clients and their great customer-centric approach truly stands out. Their dedication aligns seamlessly and adds to our mission to provide comprehensive financial wellbeing solutions. We would highly recommend Footprint’s services as they continue their mission to educate more people on the importance of putting a Will in place earlier in life, to safeguard themselves and their families.Jeremy HoskinSuper-Advice Managing Director
I have been referring my clients to Footprint as a Financial Adviser for a number of years now. In that time (and after over 100 client referrals) I have never received any negative feedback from a client. Common comments I receive are about how fast the process is; how convenient the online system is to work with; and how friendly and helpful the Footprint staff are when calling their 0800 number. All around a 10/10 experience for myself and my clients.Paul de KlerkPaul de Klerk & Associates