Two documents, drafted for Australian advice firms by the same paraplanners every time. SOAs and ROAs, in
your house style or ours. A short menu, cooked properly, beats a long
one done half-right.
01 · SOA
Statement of Advice
The whole document, start to finish. New clients, single-strategy or multi. We read the plan properly, model the strategy, and draft it in your house style. Ready to check and sign. Not ready to fix.
The lighter document, for ongoing clients where the strategy still holds. Minor amendments, the tweaks that don't need a full rebuild. Same care, faster turnaround, your template every time.
No guessing. There’s a calculator. Punch in the job, see the price.See pricing →
What about client data?
A signed confidential service agreement before any work begins. Australian-hosted storage, access logged, IT security in place. We'll share the agreement as we progress.Standards →
Where are you based?
Australia. Every paraplanner on Australian time, Australian-trained. No offshore desks, no overnight handoffs.
What software do you work with?
Xplan, mostly. Others case-by-case, confirmed in the firm qualifier before any work starts.Software →
