by Tracie Martin & Sharon Forster
Save time
Outsourcing your paraplanning means you spend less time on administration and can spend more time on building your client base.
Increase your profitability
Our structure saves you money as you can access experienced, quality paraplanning services without the cost of growing your team.
Gain more
flexibility
Regain your work-life balance and let us do the hard work for you, especially during your peak times.
Are you buried under paperwork?
Business owners wear many hats. Splitting your time between looking after your existing clients, managing risk and compliance, and completing your SOAs, there is often little time left to focus on growing your business, or life outside the office doors.
Wouldn't it be nice to regain a little of that work-life balance, without feeling like you're sacrificing your timelines or the quality of your advice?
Regain your balance
SoAs2u gives you the opportunity to regain your free time back by offering a scalable, professional paraplanning service.
We give you peace of mind by guaranteeing a fast turnaround of your SoAs, every time.
The SOAs2u difference:
Australian based.
We do not outsource our paraplanning overseas.
Access to high-level paraplanners.
Our team has over 30 years of combined paraplanning experience with large end of town. Get top quality without the big price tag.
Industry experts.
We work across a range of industry software programs.
Quality assurance.
We have a two-level checking process to ensure that our SoAs are of the highest quality, every time.
Invested in excellence.
Our owners are involved in our paraplanning. Another reason why we are so steadfast about standing behind out product.
Get started in 3 easy steps
Step 1
Get in Touch
Contact us to book in a meeting to help us get to know your business better and share our process with you.
Step 2
Get Started
We will send you a personalised quote tailored to your business's needs.
Step 3
Get Peace of Mind
We complete your SoAs so that you have more time to focus on building your clients base and taking care of your business.
Trusted by
About us
SoAs2u was formed in 2015 as a direct response to the fast paced financial planning industry.
After working with the big industry players such as AMP, JP Morgan and BT, we realised that we wanted to live life more and that we wanted to help others to do the same.
So, we created SoAs2u as an opportunity to help Financial Planners regain their work-life balance.
Tracie Martin
I have worked in the financial services industry for over 15 years. I have worked from the ground up, starting at AMP, working in their New Business Team. From there I went on to work for several boutique financial planning practices associated with dealer groups such as AMP Financial Planning, Hillross, Premium Wealth Management and Count Wealth Accountants as well as independent licencees.
I believe Para-planning is an integral function to any financial planning business. Over the past 7 years I have mastered the art of providing this service efficiently and continue to assist financial advisers to grow their businesses and focus on clients rather than back office functions.
At SoAs2U we focus on building relationships with our clients and team so that together we can all succeed; both on a personal and business level.
On a more personal level, I love spending time with my husband and two amazing children or sitting down with a good book. I am a great believer in a work / life balance and try to spend as much time as possible enjoying the beautiful NSW South Coast.
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Sharon Forster
I have worked in the financial services industry for over 25 years including time at JP Morgan, BT Portfolio Service and boutique financial planning practices in Adelaide and the Gold Coast. Paraplanning is a crucial function to any financial planning business.
Over the past 11 years I have mastered the art of providing this service efficiently and continue to allow clients to grow their businesses and focus on clients rather than back office functions.
Our focus with SoAs2U is provide our clients and team the opportunity to have a work life balance as life is too short as we all know to well.
On a personal level, my husband and I have three active children so on weekends and in the afternoon we are running them around from one sport to another. Living on the gold coast you will often find us outside in the garden, going for bike rides or at the beach.
We speak your language
We work across a range of fin-tech systems and programs, including:
Quality assured
We are members of the following industry groups:
Get in Touch
