PARAPLANNING SERVICE OVERVIEW
Looking for a quick overview of who we are, what we do and how we work?
We’ve put together a snappy two-page Paraplanning Service Overview so you can get an introduction in one handy place. Scroll down the page to download.
SoA Request FORM
Statements of Advice (SoAs) start from $375 for basic or single purpose plans where comprehensive strategies or projections are not required.
Each SoA typically include a covering letter, executive summary, client goals and objectives, attitude to risk, detailed strategy recommendations, product recommendations, projections (where required), authority to proceed and disclosure requirements.
Scroll down to download our Fee Schedule.