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Documents

Customise and manage legally compliant documents in minutes – reinforce the professionalism of your practice. Save valuable time and money.

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Expert Advice

Access reliable, Financial Planning profession appropriate advice to support the management of your people, with online resources and ‘Ask An Expert’ services.

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Who We Are

Our HR experts combine Financial Planning industry knowledge with a deep understanding of employment law and industrial relations practices.

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Maximise your People Performance

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Maintain an HR Compliant Practice

Create all the HR documents, contracts and policies you require to address the needs of your practice. Backed by lawyers, you can be assured your documents are both compliant with the latest FOFA legislation and legally sound.  Changing legislation?  Receive alerts to update documents, so you’re always up to date.
 

Maximise your People Performance

From recruiting the best people, on-boarding and performance management – through to ending the employment relationship – F3P expert guides and resources will assist you establish and maintain industry best practice.  Our team is on hand to assist you through the processes.
 

Time Saving & User Friendly

Simply answer a few quick questions to generate a customised document specific to the needs of your practice.  Secure online storage for all documents, saved against individual employee’s profile, adds convenience for future reference.

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