Financial Planning Solutions

Our Purpose

  • Why - Enable financial advisers to overcome the stress and hassle of running and growing a successful financial planning business
  • How - Delivering cost-effective, tech-driven and high quality financial planning services adhering to compliance requirements in Australia and the UK.
  • What - Paraplanning, Australian Financial Planning Assistant/UK Financial Planning Assistant & Mortgage Brokering Assistant

Paraplanning

Our skilled paraplanners will help financial planners (Australian financial planners and UK financial planners) build a strong relationship with their clients.​

Being number driven and quality-focused lead us to create comprehensive and compliant advice documents (SOA’s and Suitability Reports). Our SOA’s and Suitability reports are ensured to be produced focusing on quality.

At SAKS we provide busy financial advisers access to a dedicated paraplanner (Both on Full time & Part-time basis) on a need basis which ensures cost-effectiveness.

We offer you the flexibility of using our accounting services and online bookkeeping services on a report basis which doesn’t require employing anyone full time.

  • Advice Document Creation
  • SOA and Suitability Report writing
  • Technical Research & Analysis
  • Calculations
  • Financial Modelling & Projections
  • Implementation Reports

Financial Planning Assistant

Our financial planning support team can help you with various technical and administrative tasks.

  • Technical Research & Analysis
  • Financial Modelling & Projections
  • Manage Client Reviews
  • Activities related to Implementation of Advice
  • Product Administration

Mortgage Brokering Assistant

Our Mortgage Brokering Support team can help you process mortgage applications efficiently and accurately to ensure that they are completed in a timely manner. The team undertakes all activities related to Mortgages.

  • Mortgage Processing
  • Market & Product Research
  • Affordability Assessments
  • CDD & AML Checks
  • Initial Underwriting
  • Loan Processing
  • Completing Applications & Other Documentations
  • Liaise with lenders, Solicitors & Estate Agents

Ready to get started?