Paraplanning and Administration Services

Our mission to provide the highest level of financial advice services is not limited to clients only.

Are you a financial adviser who needs assistance with:

  • Preparing Statements of Advice(SOA)
  • Preparing Records of Advice
  • Gathering documents for a review meeting
  • Organising a client file
  • Organising FDS & renewal arrangements
  • Any other administrative aspects of financial advice

We offer solutions to all your financial advice administration needs and tailor our services to your business. All documents are reviewed by our panel of financial advisers for accuracy, compliance, and quality.

Our prices range from $300 for a simple Statement of Advice up to $800+ for more complex and comprehensive strategies.

If you would like to know more, receive an indicative pricing schedule, or to request a quote, contact us via this form.