OUR SERVICES
SERVICES
Providing professional advice only generates positive results if the advice has been based on a comprehensive understanding of the client’s individual needs.
We pride ourselves on tailoring our services and advice to the specific needs and style of the Financial Planner which, in turn, benefits the client.
Our team works closely and diligently with Financial Planners to ensure processes are followed, documents are correctly recorded, technical support is available if required and there is a consistent line of communication open for any discussions on strategy, compliance or assistance with research.
The goal of our team and business model is to alleviate any burdens, remove any guess work and provide a constant service of support to Financial Planners to allow them to focus on the most important aspect of their work, their clients.
Statement of Advice (SOA)
Ranging from risk only plans to comprehensive advice documents involving different entities such as SMSF and family trusts. Future Paraplanning will write any SOA’s that you require.
Record of Advice (ROA)
Future Paraplanning will construct any limited scope SOA/ROA’s to meet your needs. Unsure of whether an ROA or SOA is required? Future Paraplanning can assist.
Projections & Modelling
Future Paraplanning can model scenarios and provide detailed projection reports if you require before committing to a full SOA.
Tech Support & Discussion
Future Paraplanning are happy to provide technical support and knowledge to advisors prior to the commencement of advice construction.
Working papers & strategy summaries
We understand that Advisers want to spend more time meeting their Client’s and less time working on the more menial tasks such as the working papers and strategy notes. Why not outsource these to the Team at Future Paraplanning? Consistency across file notes, working papers and SOAs are vital to a successful audit.
Product comparisons & Analysis
Need to know whether you have reasonable basis for switching Super or Insurance products? Want to research the costs and features of specific products? Future Paraplanning can do this for you in an efficient manner.
OUR PROMISE TO YOU
SOA’s are completed in Australia by staff located on the Gold Coast.
We take great care to ensure your data will not be compromised.
We produce compliant advice documents of the highest quality.