ROI Calculator

What does compliance actually cost your firm today?

Move the sliders to match your firm. We'll estimate the annual saving from running audit prep, policy re-engagement and AFCA defence inside Trail Guardian instead of spreadsheets and email.

Advisers in the firm3 advisers

130

Average admin hourly cost (loaded)45 AUD / hr

25120

Audit-prep hours per adviser, per month11 hrs / mo

240

Active policy holders in the book450 policies

505,000

Assumptions: Trail Guardian compresses audit-prep time by ~75% (typical post-onboarding figure). Re-engagement assumes 1.5% recapture of legacy holders at $400 average annual trail. AFCA defence assumes 1 avoided case per 200 policy holders at $8,000 defence cost. Tune these on your own firm's data before signing.

Estimated annual benefit

$34,065AUD / yr

10.3× return on a $3,300 annual plan · pays back in 2 month

Admin time recovered

297 hrs / yr saved on audit prep

$13,365

Legacy re-engagement

~7 policies recaptured

$2,700

AFCA risk avoidance

Avoiding ~2.3 defence case(s) / yr

$18,000

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