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Though common in outlining financial recommendations, there are limits on who can provide a statement of advice (SoA). About statements of advice and who can provide them To provide a brief outline explaining what is a statement of advice, a statement of advice (SoA) is a written document that outlines the financial recommendations provided by […]

As a client, you may have heard about the importance of a Statement of Advice (SoA) in the financial planning process. But, do you know when an SoA is required? Legal requirements that help determine when an SoA is needed When it comes to creating an SoA, there are specific legal requirements that financial advisers […]

Financial modelling is an analytical tool that has become increasingly important in modern-day finance. In simple terms, financial modelling refers to the process of creating a summary of a client’s expenses and earnings that can be used to calculate the impact of a future event or decision.  This summary is then used to provide financial […]

What is a statement of advice? A Statement of Advice (SoA) is a written document that outlines the financial recommendations provided by a financial advisor to their client. It provides a comprehensive overview of the client’s financial plan, including their financial goals, investment strategies, and the recommended products and services to help achieve those goals. […]

What is a paraplanner? A paraplanner is a financial planning support professional who assists financial advisers in the development and management of financial plans for clients.  Paraplanners typically have a strong background in finance and are responsible for conducting research, analysing financial products and strategies, preparing reports and recommendations, and supporting financial advisers in their […]

When it comes to choosing a contract paraplanner, it is not simply a case of one size fits all. In order to get the most out of any outsourced paraplanning relationship, it is essential that an adviser first understands the needs of the business, the likely volume of work and types of SOAs that will […]