Welcome to Outplan - Australia's most innovative outsourced paraplanning service. We partner with our clients to create visually appealing, marketable Statements of Advice on an 'at-call basis'.
Why? Because attractive SoAs are more easily read, understood and lead to more business won for you.
Outplan also champions presenting your SoA using a tailored, animated PowerPoint slideshow to further enhance your point of sale effectiveness.
Within this website, you can find a wealth of valuable information for the financial planning industry including:
- When & what type of Advice Document is required.
- Best practice tips for writing Statements of Advice (SoA)
- How to create an SoA that will win you business
- Sources of training for entrants into paraplanning
- Samples for download of best practice SoAs
- Sample PowerPoint presentations of SoAs
Outplan is an Australian owned and operated business, based in the Sydney CBD. If you are thinking about improving or outsourcing your paraplanning, contact Outplan on 1300 789 782.
|Click on any of the pages above to view examples of our work.