Our skilled paraplanners will help financial planners build a strong relationship with their clients.
Being number driven and quality-focused makes us 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 you, busy financial advisers access to your own dedicated paraplanner (Both on Full time & Part-time basis) when you need them and in a more cost-effective way.
We also give you the flexibility to use our services without the need to employ one full time by providing per report based services.
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.