Reliable Financial Strategy Papers
Often a Statement of Advice cannot be written until your client’s current and proposed financial positions have been determined. This is where a Strategy Paper from One Degree Paraplanning can help.
For example, there are often times where a client’s financial position is not straightforward and the path to helping them achieve their goals isn’t easy to identify. Your client may have multiple entities, accounts, income sources, debt facilities and other aspects which makes defining their current financial position very complex.
Our strategy papers provide you with a concise view of your client’s pre and post advice position, supported by detailed financial modelling to quantify the financial benefits of your advice.
Benefits of financial strategy papers
• Tailor-made to highlight your client’s specific needs, goals, and the benefits of your financial advice.
• Clear, concise and easy to understand
• Highly customisable to suit each client’s individual circumstances and industry of business
• Written by experts with years of experience supporting financial advisories.
What we require for a successful financial strategy paper
When preparing a financial strategy paper for you, we will typically seek:
- Client data (typically a Fact Find)
- What your client wants to achieve
- Strategies you wish to implement
- Advice outcomes you want modelled/displayed
- Any scenarios you wish to test
Why Choose One Degree Paraplanning for Your Outsourced Strategy Papers?
Our paraplanners can assist you to methodically build your client’s current financial position using a combination of visual aids and financial modelling to create a clearer picture of where your client currently sits.
We can then test multiple scenarios, using various potential strategy considerations, to determine which strategy or combination of strategies places your client in the best possible position to achieve their desired outcomes.
Our paraplanners are highly experienced and skilled at writing strategy papers to meet your compliance needs, business rules and style preferences. These strategy papers are quoted on a case by case basis depending on the complexity of the work required.
By outsourcing your strategy papers to One Degree Paraplanning, you will have peace of mind in knowing that your documents are being delivered by experienced paraplanners at a fraction of the cost of employing in-house paraplanners.
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