Over $135,000 of Partner Benefits for VLV Members
Supercharge your tech and keep cash in your accounts.
Member Benefits
Expert tech is an investment in your scale.
New-customer pricing only. HubSpot supports you with a 30% to 90% discount for year one, then a lighter discount after that.
Learn about HubSpotGraduate Diploma of Financial Planning, and Ontrack CPD
The best advice firms grow their own advisers, and the Grad Dip is the most common Education pathway behind the Professional Year.
VLV Partner firms pay $1,950 a subject instead of $2,850, so the full diploma lands at $15,600 rather than $22,800, and Ontrack CPD runs at $33 a user instead of $37.50. The same VLV rate runs right across Kaplan's Grad Dip course range.
Learn about Kaplan Professional
Intelliflo helps advisers build and deliver personalised financial plans. Manage client relationships and financial plans from one central system.
Learn about Intelliflo
Paradino automates the advice process from the file note through to the Statement of Advice, so the documents are drafted while the meeting is still warm. VLV Members get $2,200 of custom implementation and dedicated onboarding on top.
Learn about Paradino
Ignition puts the proposal, the engagement letter, the signature and the invoice into one flow, so work gets signed and money gets collected without anyone chasing it. 20 percent off Pro and Pro+ for the whole of year one.
Learn about Ignition
Gmail, Docs, Drive and Meet on your own domain, on Business Plus. Ten percent off each seat, each month, right across the team.
Learn about Google Workspace
Payroll, HR and hiring in one place, so the compliance stops living in a dozen spreadsheets. 10 to 15 percent off every employee, and the saving grows every time you hire.
Learn about Employment Hero
Marloo drafts the file note and the advice doc while you talk, so most of the admin is done before the client's out the door. Support staff use it free, and you can run it before you pay for a seat.
Learn about Marloo
SendJolly holds your branded gear and ships it on demand, sourcing and storage included, so no one in the office is chasing boxes or minimum orders. 20 percent off your first order across the team.
Learn about SendJollyBenefits estimated on a twenty-person firm, five advisers and fifteen support, ex-GST. What lands in your accounts depends on the plans and seats you take.
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Terms and conditions
Each partner benefit is governed by its own terms and conditions, set by the partner rather than by Very Lucky Ventures. The discount values shown above are indicative estimates, quoted ex-GST, and do not constitute an offer, a quote, or a guarantee of price. Access to each benefit is subject to the partner's own eligibility criteria, which commonly include new-customer status, minimum contract terms, plan tier and seat volumes, and remains at the partner's discretion. Rates and inclusions may be varied or withdrawn by the partner at any time. Benefits are available to current VLV Members only and cease on termination of membership.