Statements of Advice
Eloquent Paraplanning has been providing a professional writing service to the Australian financial planning industry since 2012. This is the core of what we do. Our focus has always been on helping financial planners like you build your businesses by providing Paraplanning support so that you can focus on what you do best.
Preparing advice document for clients remains one of the most time-consuming task for a Financial Planner. Advice backed by research and financial models is the foundation of a compliant and effective document.
As advice documents are vital to a successful business operation, it’s important that you can find an effective way to manage your SoA preparation. Unless you can navigate you way across all modules in XPLAN or you’re lucky enough to have a dedicated Paraplanner in-house on hand, it is time-consuming (and non-billable).
Our SoA writing service can incorporate the following areas of advice:
- Cash Flow Management and Budgeting strategies
- Investment Planning strategies
- Taxation Planning strategies
- Retirement Planning strategies
- Risk Management & Personal Insurance Planning strategies
- Estate Planning strategies
We will only utilise your Statement of Advice templates to ensure compliance in accordance with your Australian Financial Services License or Licensee.
Over the years, we have worked with a wide array of financial planning practices from boutique practices to large organisations. Writing documents that is easily understood is crucial, and meeting high compliance standards is our priority.
Contact us today to find out how our Statement of Advice service can enable your business to reduce your administration and compliance tasks and just focus on growing your bottom line.