SoA Template
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SoA Template

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SoA Strategy Text

Contains over 100 strategy text documents (each several pages long) for giving the following advice:
  • Aged Care
  • Investments
  • Taxation
  • Superannuation
  • SMSF
  • Social Security
  • Retirement Income
  • Insurance
  • Business Insurance
  • Debt
  • General Strategies
Strategy text files also include key benefits of advice, key risks and disadvantages, how the advice meets your client's objectives as well as links to additional information.

SoA Template - bought to you by the team behind Advice Office and Paraplanner.
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