It is easy to get caught up with the everyday tasks involved in running a financial planning practice such as entering new client details and updating existing client portfolios on financial planning software, preparation of Statements of Advice and all the technical calculations and projections that go with them.

Let In Wealth Financial Services free up your time to build and foster client relationships and focus on the important things such as revenue generating activities all the while resting in the knowledge that your Statements of Advice are being produced to the highest quality standards.

Our paraplanning services can be utilised as follows:

The completion of complex Statements of Advice (SoA) that require extensive technical knowledge and time;
Overflow service for your busiest times;
Technical calculations and projections for inclusion in SoA’s.

The Paraplanning Process

We believe engaging an outsourced paraplanning service should be a simple process.


Service Agreement

Service Agreement is obtained and signed by all relevant parties.


Request SoA

Adviser sends in or emails the Client Data Collection form as well as a completed SoA Request Form.



We will review the documentation for completeness, and request additional information if required. We will provide you with a quote within 2hrs of submission.


Prepare SoA

In Wealth Financial Services (IWFS) will prepare the Statement of Advice together with any technical calculations or projections as required.



The Statement of Advice is reviewed for completeness, accuracy and grammar internally prior to release.



Adviser to review SoA and request changes if required.



IWFS will issue an invoice when the SoA is accepted as complete.