Your clients are trusting you with major life decisions. Your proposal needs to project the same level of professionalism and clarity that your advice does — not look like a spreadsheet you emailed across.
Finance professionals spend years building expertise — then package it in documents that overwhelm rather than reassure. That gap between the quality of your advice and the quality of your proposal is costing you conversions.
SOAs and advice documents that intimidate rather than reassure clients at a critical decision point
Sending proposals and waiting days for a response with no visibility on whether it was even opened
Rebuilding similar engagement documents from scratch for every new client and service type
Structured, credible proposals that guide clients through complexity step by step — with charts that build confidence and signatures collected inside the same link.
Clean, structured proposals that guide clients through complex information step by step
See exactly which sections a client reviewed — pricing, terms, next steps — before you call them
A branded template library built once, reused for every engagement type you offer
A clearer proposal creates a more confident client — and a faster yes.
From engagement letter to signed proposal — streamlined into three simple steps.
Create reusable proposal templates for each service: SMSF setup, tax planning, mortgage pre-approval. Your structure stays consistent; only the client details change.
Embed interactive charts showing projections, comparison tables, or fee breakdowns. Complex numbers become clear, compelling visuals that help clients say yes with confidence.
Clients sign directly inside the proposal link. No printing, scanning, or chasing. You get notified the moment they do — and can move straight to onboarding.
Hello Proposals can be exported as PDFs for your records at any time. The digital link also provides an audit trail showing when the document was opened, reviewed, and signed — useful for your compliance file.
Consistently yes. A clean, professional web proposal is easier to open on any device and simpler to share with a spouse, accountant, or business partner. You can still send a PDF backup for anyone who specifically requests one — one click, done.
Yes. Create and save unlimited templates — one for financial planning, one for tax, one for mortgage broking. Pull up the right one for each new client in seconds and customise from there.