We simplify and streamline the preparation of your advice documents. They’re your SOAs written your way.
We recognise that more often than not, you like your SOAs, you like the way they are written and so do your clients. So, we won’t change a thing.
We work with your templates and your text to ensure that your SOAs look and feel just the way you like them.
Unlike most outsourced paraplanning firms that charge you based on the complexity of your advice, One Degree’s price is instead based on the simplicity of your SOA template and quality of your data.
From our initial meeting, we will assess your templates, the types of advice you give and the quality of information you present and provide a fixed priced quote for all SOAs so there are never any surprises.
The more contact the better.
We are based in Melbourne and our team is available to meet with you on a regular basis.
For advisers positioned elsewhere in Australia, we encourage fortnightly or monthly video conferences to review previous works and discuss upcoming workflow.