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Comprehensive Statements of Advice

Read the quick guide concerning the benefits of a comprehensive statement of advice and also know about the important things that should be considered. Also, you can consult the professionals from Clique Para planners. For more details, visit http://www.cliqueparaplanning.com/

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Comprehensive Statements of Advice

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  1. Comprehensive Statements of Advice Comprehensive Statements of Advice

  2. What is Comprehensive Statements of Advice Comprehensive Statements of Advice document that sets out the advice given to a customer by their licensed financial executive or adviser. It must include the basis on which the advice is given, details of the providing entity, and information on any payments or benefits the adviser or licensee will receive.

  3. Benefits of Comprehensive Statements of Advice • Pay off your home loan quicker • Save money and grow your assets • Boost your super balance with tax-effective strategies • Protect your income • Build an investment portfolio • Give your kids a head start and help them secure their future

  4. Things You should  look for with the Statement of Advice that you are given 1. Checking the document is official: make sure you check this in order to ensure you have an official SOA 2. Checking on commission disclosure:It is a Details of any commission that will be received by the adviser or company in the event that you take the advice and decide to go with the service/plan recommended

  5. 3. Looking for justification of recommendations:  The Statement of Advice you receive clear the details on why the adviser or company has recommended a specific product or policy 4. Ensuring there are details of product/service recommended: SOA should contain the details of the insurance company that has been recommended to you by the adviser along with details of the premiums that are payable on the policy

  6. Clique Paraplanning   Singleton, NSW Australia Contact No. - 02 6573 2135 http://www.cliqueparaplanning.com/

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