Plan Writing Services
Wealth Axis and our team of technical wizards are career paraplanners. By this we mean individuals who have chosen paraplanning as a career for life, not just as a means to become an adviser. Our paraplanners our innovative thinkers they all have extensive experience when it comes to researching and understanding the technical elements of strategies put before them and have a unique ability to simplify complex statements in to easy to read, visually appealing marketable SOA’s. The team prides themselves on using initiative when it comes to looking beyond just the initial paraplanning request submitted. Wealth Axis understand that not every piece of advice is comprehensive and the possibilities are limitless in terms of what Wealth Axis can produce for your business, whether you provide comprehensive, limited or project specific advice.
Keeping abreast with legislative, technical and compliance requirements can be challenging at times; but imagine a service that not only wrote your Statement of Advice and Review documents the way you want to write them but understood your presentation and communication style that meant you were getting more than just technical advice on paper. If compliance and pre vetting of Advice documents is required by your licensee rest assured that Wealth Axis has a broad understanding of different licensee requirements and we will work directly with your compliance contact to ensure we meet the industry and individual compliance requirements.