Our primary focus is on the preparation of advice documents, including Statement of Advice (SOAs) and Records of Advice (ROAs).

 

We also offer other ancillary services such as financial modelling, product comparison research, data entry and ad-hoc tasks on a request basis. As your paraplanner, we can also act as a sounding board should you wish to discuss any advice concerns or ideas.

 

Specialist areas of paraplanning:

• Retirement Planning

• Superannuation

• Defined Benefit Superannuation Schemes

• Centrelink

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