We provide a wide array of backend support services to financial planning firms in preparing Statement of Advice. Our service is available to all sizes, from a startup to large financial advisory firms.
We work in collaboration with advisers to produce compliant, accurate and presentable documents, whether a full financial plan, analysis, or suitability reports we can deliver the work, in time, budget and format.
Service we Offer
STATEMENT OF ADVICE (SoA)
Ranging from risk only plans to comprehensive advice documents involving different entities such as SMSF and family trusts. PlanWise will write any SOA’s that you require.
RESEARCH & TECH SUPPORT
PlanWise are happy to provide technical support and knowledge to advisors prior to the commencement of advice construction.
RECORD OF ADVICE (RoA)
PlanWise will construct any limited scope SOA/ROA’s to meet your needs. Unsure of whether an ROA or SOA is required? PlanWise can assist.
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.
PROJECTIONS & MODELLING
PlanWise can model scenarios and provide detailed projection reports if you require before committing to a full SOA.
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? PlanWise can do this for you in an efficient manner.