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0439 662 120

Initial Paraplanning Engagement
Help the adviser understand how to use our
paraplanning service.
Strategy Development & Financial Modelling
Analyse the client’s current situation and formulate an appropriate strategy to assist the adviser to achieve their client's stated goals
and objectives.
Replacement Product Research
Assist the adviser to research both the “From” and “To” product to help the adviser meet their “Replacement of Product” obligations.
Advice Document Preparation
We use Software and templates to produce the Statement of Advice.

Let's Discuss
Your Next Project
Please fill out the form, or call us to book an appointment with our in-house expert today.
Karina Dorogi SA Fin, Dip fp. CFP
0439 662 120
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