Statement of Advice (SoA)

August 9, 2018

I must say compliments to the Paraplanner, one of the best ones I’ve seen, despite the back and forwards.

August 8, 2018

Please pass on a big thank you to the team for this plan! Very impressive turnaround and the quality was excellent (especially considering I had not entered all the required risk profile information initially).

June 14, 2018

I wanted to let you know that I am very impressed with the quality and compliance of the Advice document and hope that you could pass my positive feedback and appreciated on the team member who produced the document.

March 19, 2018

Am I able to know the name of who prepared this SOA? It was excellent!

March 07, 2018

Thanks for sending through our SOA, great work!

February 20, 2018

Many thanks for the efficiency of this SOA and the impeccable content.

November 28, 2017

I’m very impressed with the SOA’s I’ve read to date.

October 27, 2017

First SOA for insurance project – Excellent!!! Thanking you!


November 09, 2017

Please pass on my thanks to the team member who has completed all of the modelling for our request. Huge value to me for when I meet with the clients next.

Record of Advice

May 5, 2015

Great ROA you did for me a few weeks ago, thanks!

September 14, 2015

It looks good. Already had more than half the people click the link.

Virtual Administrator

August 09, 2018

I would like to praise each of them for the work they have been doing to us. Much appreciated.

July 13, 2018

Re first comparison table – I’ve just been through my first super info form from you guys. I was really impressed!

May 10, 2018

We are really happy with the timing of each task!

April 12, 2018

I just wanted to pass on a big thanks to you and your team for the great job you are doing with the increasing workload.

January 24, 2018

Your team is great and you all do a great job over there, it makes such a difference to my business… and life!!

October 16, 2017

Thanks to you and your team for a great project completed this year on the tax side.

October 20, 2017

We have reviewed your reports and you have done a great job!