At Financial Planning Support Solutions we understand that strategic planning can be a complex and time consuming process to work through and understand that as an Adviser, your time is better spent in front of your clients.
Financial Planning Support Solutions can work with you and help you through the myriad of strategy options to ensure that your clients can achieve their goals and objectives, both personally and financially.
Our strategy planning services can be tailored to your needs; however can be engaged across all levels of advice from the most basis to the more complex.
To cater for your needs we offer:
ANALYSIS & RESEARCH ONLY
If you have strategies in mind; however do not have the resources available in house, we can work with you to undertake this research on your behalf, providing you with detailed analysis to make your final recommendations.
We will review your strategy to provide a second opinion only. We understand that from time to time some strategy options are simply overlooked and we simply review your recommendations to ensure appropriate strategies are in place.
DETAILED STRATEGY PROCESS
We will work with you via a phone or skype conversation once all information has been received and discuss together options available to your clients. Where required projections and research can be undertaken by Financial Planning Support Solutions. A detailed analysis can then be provided to you to make your final decision.
The cost of this service is an hourly charge.
Please also note:
We do not provide product or investment recommendations; however we are happy to undertake research analysis for options you provide to us. The information obtained can then aid in completing the required comparison analysis generally required from a compliance perspective for you to make a decision regarding product and investment switching.
Our strategy review and analysis is generally provided to you in 'adviser file note form'. Should you require a specific document that you could present during a clients meeting, we would be happy to produce this for you at a small additional charge.