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Choose the plan that's right for you

Sophie Grace offers a number of different subscription plans to suit your business. Choose your licence type and support requirements:

  • Australian Financial Services Licence – Wholesale and Retail options available
  • Australian Credit Licence – Credit Assistance and Credit Provider options available
  • Consultation Only

For a detailed look inside the portal, view the youtube video below. 

AFSL Subscription Plans

Wholesale Documents

$ 550 Monthly* for the first 12 months
  • Price will decrease to $110/month after initial 12 month sign-up period
  • Unlimited instant access to all AFSL Wholesale Compliance Policies and Registers that are customisable to your business
  • Access to document updates to help comply with the latest regulatory guidelines
  • Ability to purchase consultation time on a one-off basis in blocks of 30 or 60 minutes
Popular

Retail Documents

$ 642 Monthly* for the first 12 months
  • Price will decrease to $128/month after initial 12 month sign-up period
  • Unlimited instant access to all AFSL Retail Compliance Policies and Registers that are customisable to your business
  • Access to document updates to help comply with the latest regulatory guidelines
  • Ability to purchase consultation time on a one-off basis in blocks of 30 or 60 minutes

Wholesale Documents and Time

$ 1430 Monthly* for the first 12 months
  • Price will decrease to $990/month after initial 12 month sign-up period
  • Unlimited instant access to all AFSL Wholesale Compliance Policies and Registers that are customisable to your business
  • Access to document updates to help comply with the latest regulatory guidelines
  • 60 minutes of consultation time per month with one of our senior staff members. Any unused time will roll over.
  • Choose a staff member that suits the needs of your business

Retail Documents and Time

$ 1521 Monthly* for the first 12 months
  • Price will decrease to $990/month after initial 12 month sign-up period
  • Unlimited instant access to all AFSL Retail Compliance Policies and Registers that are customisable to your business
  • Access to document updates to help comply with the latest regulatory guidelines
  • 60 minutes of consultation time per month with one of our senior staff members. Any unused time will roll over.
  • Choose a staff member that suits the needs of your business

Consultation only

$ 880 Monthly*
  • Prepay for 60 minutes of consultation time per month
  • Unused time rolls over
  • Choose a staff member that suits the needs of your business
  • Never have to worry about not being able to speak to an industry expert

Have a question?

Included Documents

Book a demo?

ACL Subscription Plans

Credit Assistance Provider Documents

$ 366 Monthly* for the first 12 months
  • Price will decrease to $73/month after initial 12 month sign-up period
  • Unlimited instant access to all ACL Credit Assistance Compliance Policies and Registers that are customisable to your business
  • Access to document updates to help comply with the latest regulatory guidelines
  • Ability to purchase consultation time on a one-off basis in blocks of 30 or 60 minutes
Popular

Credit Provider Documents

$ 550 Monthly* for the first 12 months
  • Price will decrease to $110/month after initial 12 month sign-up period
  • Unlimited instant access to all ACL Credit Provider Compliance Policies and Registers that are customisable to your business
  • Access to document updates to help comply with the latest regulatory guidelines
  • Ability to purchase consultation time on a one-off basis in blocks of 30 or 60 minutes

Credit Assistance Provider Documents and Time

$ 1246 Monthly* for the first 12 months
  • Price will decrease to $953/month after initial 12 month sign-up period
  • Unlimited instant access to all ACL Credit Assistance Provider Compliance Policies and Registers that are customisable to your business
  • Access to document updates to help comply with the latest regulatory guidelines
  • 60 minutes of consultation time per month with one of our senior staff members. Any unused time will roll over.
  • Choose a staff member that suits the needs of your business

Credit Provider Documents and Time

$ 1430 Monthly* for the first 12 months
  • Price will decrease to $990/month after initial 12 month sign-up period
  • Unlimited instant access to all ACL Credit Provider Compliance Policies and Registers that are customisable to your business
  • Access to document updates to help comply with the latest regulatory guidelines
  • 60 minutes of consultation time per month with one of our senior staff members. Any unused time will roll over.
  • Choose a staff member that suits the needs of your business

Consultation only

$ 880 Monthly*
  • Prepay for 60 minutes of consultation time per month
  • Unused time rolls over
  • Choose a staff member that suits the needs of your business
  • Never have to worry about not being able to speak to an industry expert

Have a question?

Included Documents

Book a demo?

Take a look inside the Compliance Portal

FAQs

All Sophie Grace Policies and Registers comply with the latest regulatory guidelines. Should new guidelines be implemented by a regulatory body, Sophie Grace will notify you once the updated document is available for download. Additionally, each document states when it was last updated.

Once you have subscribed to a plan, you are locked in for a minimum of 12 months. During these 12 months, you can upgrade your plan, but cannot downgrade.

Yes, the minimum sign up period is 12 months. During this time, you can upgrade your plan, but you cannot downgrade. 

If you are signed up to one of our time plans, and don’t use the full 30 or 60 minutes within a month, the time will rollover to the next month. However, our consultation time must be used within 12 months. 

Additionally, the value of any unused consultation time may be used to contribute to the purchase of a compliance document that is not otherwise available under your Plan. If you choose to do this, the value of the compliance document will be deducted from the unused consultation time.

Consultations booked and paid for directly via the Sophie Grace website shop are one-off consultations only. No unused time will be accrued in relation to these consultations.

We can answer any questions you have about recent legislation, your compliance obligations and compliance policies.

If you do not have anything to discuss, you may use your consultation time in other ways, i.e. if you would like Sophie Grace to review a document, and provide comments, and we spend 30 minutes doing so, we will deduct 30 minutes from your time.

When you book a consultation with one of our staff members, you will be given the option of a face-to-face meeting, zoom conference, or a phone call.

No, if you require legal advice you will need to engage Sophie Grace Legal seperately. 

If the initial 12 month sign up period has ended and you wish to cancel your subscription, simply email billing@sophiegrace.com.au and we will process the cancellation.

If you provide retail and wholesale services, you should choose a Retail plan, as there are additional documents you will need as a retail service provider.

If you provide both Credit Provider and Credit Assistance Provider Services, you should choose a Credit Provider Plan, as there are additional documents you will need as a Credit provider.

You can view the full list of documents included in each plan by clicking the links above in the ‘compare’ box.

Why Choose Us

Trusted

Over a decade of experience in the financial services and credit industries.

Australian Owned and Operated

Being Australian owned and operated means we are on top of all new and emerging regulations in Australia.

International

We service clients both in Australia and around the world.

Personalised

Our specialised team allows us to offer clients a personalised approach.

Want to see a demo? Click on the video

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