Plans Plus Lite – Cost-Effective SoA Preparation

The Plans Plus Lite service is perfect for practises that need a straightforward, no-frills solution for their Statement of Advice (SoA) writing. This service is highly cost-effective, offering essential paraplanning without unnecessary complexity.

Our Plans Plus Lite service includes:

• Records of Advice (RoA)
• Execution-only Documents
• Limited Scope SoAs such as:
  • Superannuation Consolidation
  • Risk Only SoAs
  • Super/Risk Strategies
  • Up to 4 Strategy Issues per SoA
  • Single Entities only

This service provides the essential SoA preparation your practise needs, without the extra cost or resources of a full-service paraplanning solution.