The Write Advice Benfits
Cost effective paraplanning service
Highly experienced industry professionals
Only pay for service when you use it
High quality and professional SOA/ROA
Quick turnaround time
Minimise firm costs - fulltime salaries, holidays, staff equipment, training and development
Giving advisers more time to service existing clients and generate new business
Firms can increase revenue and profitability
Time is Money
We work with you to provide an integrated service.
STATEMENT OF ADVICE
Our Statement of Advice (SOA'S) can be classified in the following categories:
We can use your template so compliance is in accordance with your AFSL or Dealer Group.
We can also use one of our templates upon request.
SOA’s can be generated using COIN, Midwinter, Xplan or Microsoft Word.