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SoA Builder Tool

Discussion in 'Financial Planning' started by paraplanner, 27th Apr, 2015.

  1. paraplanner

    paraplanner www.SoATemplate.com.au

    Joined:
    27th Apr, 2015
    Posts:
    1
    Location:
    Melbourne, VIC
    Hi guys,

    We're developing a simple Statement of Advice template builder tool that may be helpful for financial advisers and as a template to help students get started on their assignments.

    Our main aims are:
    • Low cost
    • Simple to use
    • Quality templates

    Do you think this would help students & advisers or are we off-track?