News Article:

QAR is supported by new Online Advice Software

QAR supported Online Advice

Every day we read in the popular press glimpses of what the world of financial advice may look like when the government completes the implementation of legislation to support financial advisers and superannuation funds providing affordable advice for all.

Plencore Wealth

advice online logoPlencore Wealth, who has been developing financial planning software for almost ten years, is launching their new product Advice Online.

This product be available for both Australia and New Zealand.

Password-protected Resources

We have created password protected Resources section, so that Financial Planning organizations and Superannuation Funds can explore the opportunities for those who want to engage with the concept of low-lost advice, without sacrificing profitability.

Three detailed demonstration videos show how quick and easy it is to provide this advice. Please contact us through the website if you require access to these Resources.

Advice Online offers the client a full multi-media experience. The Advice Record is kept short with most of the information automatically generated from the financial plan. The adviser just needs to add their advice. This can be as simple or as complex as required. The client not only has access to their Advice Record as both an interactive report and a PDF file, but there are also three additional interactive reports that are automatically generated by the software. For those clients who want a deeper dive into the financial future, there are an additional ten reports the client can generate.

Low-cost Advice

To keep costs low, the software has been designed so that the adviser creates an Advice Episode where the client completes the Fact Find online. This information is automatically imported into the plan.
The aim is to provide simple short low-cost advice without insurance or financial product advice. After that advice has been delivered, the adviser can engage with the client, suggesting they may like to consider insurance or product selection advice, for which the client would pay additional fees. The adviser is charged per Advice Episode which is a period of 2-months. During that time, the adviser can provide additional fee earning advice within the Advice Episode time frame.
online financial advice

Superannuation Funds

For Superannuation Funds, they can onboard more members and provide the type of advice the Government is suggesting they should provide.  It is estimated that Superannuation Funds will be required to help fulfil the financial advice needs of some five million people expected to retire in the next 5 years.

Please watch our 3-minute video, Introduction to Advice Online.

Streamline Financial Advice without the Gridlock for members of the Financial Services Industry

Versions have been developed for both the Australian and New Zealand markets, each with a dedicated URL:


Glenis Phillips SF Fin
– Designer of Financial Advice Online
A Few Words

Our History

Plencore Wealth Ltd has been developing financial planning software for 10-years and has expanded with versions of the software for New Zealand, and can be customised for the international market. 

We designed our financial planning software for professionals, corporations and individuals DIY investors.

Glenis Phillips SF Fin,
New Product

Financial Advice Online

Our new product, Financial Advice Online, has been designed for members of the Financial Services Industry who need a readymade customizable portal to provide digital financial advice. 

The software creates a financial plan together with an advice document for your clients.  

This product is ready for both the Australian and New Zealand market. 

NZ Customers
Plencore Wealth Ltd holds relevant URL for New Zealand clients