top of page

Frequently

Asked

Questions

Need more information to make a decision? Here are the FAQs we receive most often.

Can't find your answer? Give us a call or email us!

FAQs
  • How does the process work to get started with SoAs2u?
    We make getting start with us easy, with 3 simple steps: Step 1 - Get in Touch ​ Contact us to book in a meeting to help us get to know your business better. During this meeting we will answer all your questions and let you know about our processes in more detail. Step 2 - Get Started ​ After our meeting, we will use the information you have given us to create you a completely personalised quote tailored to your business's needs. We will send this to your for your approval shortly after the meeting. Step 3 - Get Peace of Mind Once you accept our quote, we get started on your SoAs. While this is happening, you can take a break, knowing that your SoAs are being taken care of.
  • What is the minimum contract period?
    Great news! We do not believe in having minimum contracts. We do not rqequire a minimum number of Statements of Advice (SOAs) or time commitments from you. We 100% stand behind our service, so we know that you'll want to keep working with us here at SoAs2u.
  • What programs do you use?
    Our team work across a range of financial software and programs, including: XPlan Midwinter AdviserLogic Draft Coin This list is not exhaustive, so if you use a different program other than the ones listed here, please get in touch.
  • Do we get the same paraplanner each time?
    Once you sign on with SoAs2u, you will get a dedicated paraplanner that will work with you each time.
  • What is the cost of your service?
    We know that there are many variables to your work and your SoAs, so we provide completely personalised quotes to suit your exact needs. Get in touch with us to get a quote today.
  • Are you hiring new paraplanners?
    We are always on the look out for talented paraplanners. If you are interested in joining SoAs2u, get in touch with us today to register your interest.
bottom of page