Services

High Quality Advice

First and foremost, we provide high quality advice, aligned with your compliance requirements and tailored to your client. While there are many additional value add ons from our service, at the core is the Statement of Advice and our primary focus is to ensure that this is a highly professional and compliant document.

Integration

Our paraplanners will be assigned to you based on the best fit for your needs, and once established will effectively become part of your team. You will be able to communicate with the paraplanner directly to remove any bottle necks in the process, and benefit from consistent quality and content in your advice documents. 

Industry knowledge and experience

While you will be partnered with one or more regular paraplanners to provide continuity in service, you will have access to the extensive industry knowledge and experience of the whole team, spanning 17 years in the financial planning industry. We have the ability to deliver you with both clear concise simple strategy advice as well as multi-entity complex strategy advice. We also have a wide range of experience across CRM’s, product comparison tools, financial projection tools, and research platforms.

Competitive Pricing

Our services are priced in line with industry standards and are based on the complexity of each advice document. Our goal, however, is to provide greater value back to your business by helping improve efficiencies in delivering advice to your clients, enabling your business to thrive.

Document enhancement

While we work with the templates and guidelines required by you and your licence, we will use our extensive knowledge and experience to help improve your documents to provide advice that doesn’t just tick boxes but stands out and is representative of your vision for your clients.

Timeliness

Upon receipt of the SOA request and required supporting documentation, your advice document will be returned to you within 5 business days unless otherwise agreed. This provides a level of certainty and reliability for you to schedule client presentation meetings.