All documentation will be presented in accordance with your preferences, whilst maintaining licensee compliance requirements. The areas of advice we can cover are Superannuation, Retirement, Personal Insurance, Investment, Debt Management, Social Security, SMSF, Gearing and Business Insurance. Please contact us for the Price List for full details.

The turnaround time is 5 business days, based on all required information being submitted. If you require your advice document sooner, we are also able to provide an express service that includes the option for two or three business day guarantees, depending on complexity.

To better assist you in presenting your advice to clients, NASHAUS can prepare a more visually appealing presentation document, assisting you in delivering the key recommendations and information in a more engaging and accessible manner.

Aside from the educational, technical and advice aspects, we can incorporate some social and lifestyle elements specific to your clients, which will make them feel engaged and excited about the journey that they are embarking on with you.

This service can also be extended to the preparation of a review meeting.

A Record of Advice (ROA) can be provided based on the following:

• Your client has been provided with an SOA previously from you or another authorised representative from the same practice, and

• The subject matter of the advice and basis of the advice is the same as the previous SOA, and

• The client’s personal circumstances have not significantly changed since providing the SOA.

A discussion paper can be prepared to provide your client with an understanding of strategic options available that may be suitable to assist in reaching their goals. A discussion paper will not include a recommendation to establish, change or cancel any specific financial product(s). It is presented as a starting point to highlight the value of the advice and its importance.

We offer a comprehensive Statement of Advice Vetting Service to help businesses that are self-generating SOAs to have a second set of eyes and help find errors and omissions that might have otherwise been missed.

This service can also be enhanced if you are looking for a partner to help you train and coach your junior staff members that are aspiring to become a paraplanner or an associate adviser.