Statement of Advice (SoA) Generator
A comprehensive tool for structuring financial advice, recommendations, and disclosures. Generate professional SoA documents in minutes.
Advice Details
Advisor
Client & Date
Content
Statement of Advice
Executive Summary
Based on our discussion, you are looking to grow your wealth for retirement while ensuring your family is protected.
Scope of Advice
This advice covers superannuation, personal insurance, and investment strategies.
Recommendations
1. Consolidate your superannuation funds. 2. Review your current insurance policies. 3. Establish a regular savings plan.
Risks
Investment markets can be volatile. Past performance is not an indicator of future performance.
Fees & Disclosure
Initial Advice Fee: $2,200 Implementation Fee: $550 Ongoing Advice Fee: 0.66% p.a.
This document contains personal financial advice. Please consider whether this advice is appropriate for you before acting on it.
SoA Key Components
- Executive Summary of situation and goals
- Scope of advice
- Strategic recommendations
- Product recommendations (if any)
- Risks and disadvantages
- Fees and commissions disclosure