SERVICES WE OFFER | The Solution to Your Problems
SoA's - PLAN WRITING
FPSS offers a comprehensive plan writing service which ensures that your Statements of Advice (SoA) can be delivered in a personal, professional and timely manner.
FPSS has experience in preparing plans that cover a wide rage of strategies, from simple super switches and insurance only SoA's to the more complex SMSF and Succession Planning SoA's.
To discuss your needs, please do not hesitate to contact our office.
Whether you require one-off support to or ongoing support to help you with your annual compliance obligations, we are there to help.
Our service offers both one-off pre-audit checks to ensure that all details in relation to your clients files are in order, to regular scheduled reviews of in-house reports to ensure that you continue to meet your ongoing compliance obligations.
With experience across all aspects of the financial planning process, we can help you to ensure that you continue to maintain the level of service that your clients deserve.
We can work with your staff to review and implement streamlined best processes that compliment your existing preferences or we can work with you and provide you with ongoing administration support to ensure that your clients are serviced in accordance with your practice requirements.