Holistic paraplanning services

Platinum Band

We offer a full range of Paraplanning services designed to provide you with the ultimate support that your Practice needs.

What we do:

  • Statement of Advice (SOA)
  • Record of Advice (ROA)
  • Working Papers & Strategy Summaries
  • Product Comparisons & Analysis
  • Projections & Modelling
  • Technical Support & Discussion


Platinum Band