Purchase/Renew

How to Purchase or Renew Your License

Please contact our reseller partner, Heron Advisor who will be able to provide your new license, or can renew existing licenses. Heron Advisor's contact details are:

• Phone: 03 9670 4300
• Email: advisor@heronpartners.com.au
• Address: Level 1, 396 Little Bourke Street, Melbourne VIC 3000

Costs

There are two types of licenses available:

• An Adviser version which allows access to all functionality of the software including quantifying the benefits and producing a Statement of Advice including the pension and salary sacrifice amounts (example report);
• An Accountant based version which will quantify the benefits, but in line with FSRA restrictions will not provide the detailed figures on pensions or salary sacrifice amounts. This will allow an Accountant to assess the strategy for his clients, but would still require a Financial Planner to complete the strategy.

The cost of the software will be as follows for each licence:

The renewal fee allows us to continue to update and enhance Provisio to keep abreast of legislation changes, proposed budget changes and user requests for enhancements. To keep up to date, our software will automatically check for new versions providing you are connected to the Internet, and will upgrade your software automatically.

Note that in order to receive the renewal price, you must arrange for the renewal license prior to your current license expiring.

Discounted rates are available for volume license purchases such as for dealer groups or for multiple users in the same office.

Trial Version

You can contact our Heron Advisor to obtain a trial license which will allow you to use the software for a period of 14 days. You will have full functionality of the normal software but will be unable to generate the Microsoft Word reports which detail the implementation of the strategy.