Focused and precise, we’re an Australian-based paraplanning group that centres our services around Financial Adviser Statement of Advice preparation. Leave the time-consuming document management to us and focus on your efficiencies. After all, you’ve got more important things to do, like building relationships with your clients. For financial advisers who want to spend more time and energy on advising, our quality paraplanning takes the friction out of the document creation process.
About Clique Paraplanning
We’re an Australian-based and document-focused paraplanning group with many years of experience – not only as individuals but as a team, too. We’ve been working together for many years and pride ourselves on our connection with one another. We can assure you that this stability and longevity make our group one of a kind.
In short, we allow you to spend more time advising your clients while we handle the document creation. Focused and precise, our services centre around the Statement of Advice preparation. In fact, we hope to totally replace your current SOA processes. Leave the time-consuming document management to us. After all, you’ve got more important things to do.
Outsourced paraplanning is essential. Document creation is a specialised role that shouldn’t be weighing on you or your staff. Keep what happens inside your organisation focused on your clients and their specific needs. Trust us to put the pieces together in a way that saves your time and energy without disrupting internal workflow.
Our Services
- COMPREHENSIVE STATEMENTS OF ADVICE
-
Creating professional SOAs are the core of our business. We specialise in comprehensive Statements of Advice that are client-ready, saving you time and energy. To get started, fill out a simple SOA request form and complete our key client document checklist. You’ll receive our outsourced paraplanning fees upon application. Once your request is received, we’ll have a complete SOA ready for you within days.
- DOCUMENT REVIEW AND ANALYSIS
-
In the financial industry, it’s easy to lose sight of what makes sense in layman’s terms. Our document review and analysis services ensure your documents will make sense to any client who reads them. Sometimes, all it takes is another pair of eyes to make your communications more effective.
- RECORD OF ADVICE PREPARATION
-
We all know how burdensome Record of Advice Preparation can be. In our years of experience, we’ve found that these processes almost always require a total rebalancing of a client’s financial portfolio. The point is, it’s high volume work that can be incredibly time-consuming. Our paraplanning gurus deal with cases involved hundreds of portfolios. So, you could say we know a thing or two about creating systems that make the process quicker and more cost-efficient. Let us help you with your unique Record of Advice Preparation.
- FINANCIAL PROJECTIONS
-
Sure, you may have the fancy software that helps you make projections for your clients’ financial future. But, with all that jargon, do they really understand the data? We can help prepare documents that make your expert projections far easier for clients to grasp. We’ll leave the number crunching to you. Leave the communication to us.