Services

We offer a range of services which can be tailored to meet the needs of your business. Our range of services include:

SOA Completion

A Statement of Advice tailored to your needs can be completed within five business days.

Below is an outline of our process for SOA completion:

• You send a request via email or fax for the completion of a Statement of Advice. We require a fact find and documentation detailing the recommended strategy, products and fees. Alternatively, we can assist in the strategy development.
• We will confirm the receipt of the request within 24 hours along with a quotation of the cost and turnaround time as well as anything else required in order to complete the SoA.
• We will complete the SoA using your template ensuring we have the correct compliance, disclosures and disclaimers for your business.
• We will email you the SoA as a Word document for your review.
• You then review the SoA to ensure it meets your requirements and we will complete any changes or alterations required.
• You will then receive an invoice at the end of the month.

Financial Modelling

Some financial planners like to write the SoA in their own words however are no so familiar with the number crunching.  To complete modelling for a client’s cashflow, tax, assets, liabilities, superannuation, pensions, etc. the process is:

• You send a request for the completion of Financial Modelling via email or fax. We require a fact find and documentation detailing the recommended strategy. Alternatively you can send a document which sets out the client’s current income, expenses, assets and liabilities and the recommended strategy.
• We will confirm the receipt of the request within 24 hours along with a quotation of the cost and turnaround time as well as anything else required in order to complete the Modelling.
• We will complete the Modelling using Xplan.
• We will email you the Modelling via a Word or Excel document.
• You then review the Modelling to ensure it meets your requirements and we will complete any changes or alterations required.
• You will receive an invoice at the end of the month.

In-Office Paraplanning

Some advisers wish to have a paraplanner in their office rather than off-site. We may be able to tailor a solution to meet this need by placing a paraplanner in your office on a permanent part-time or on a casual basis.

Other Paraplanning Services

If there are other paraplanning type services you require please contact us to see if we can tailor a solution to meet your needs.