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