Financial Planning Solutions

Our Purpose

  • Why - Enable financial advisers to overcome their stress and hassle of running and growing a successful financial planning business
  • How - Delivering cost-effective, tech-driven and quality financial planning solutions that adhere to compliance requirements
  • What - Paraplanning, Financial Planning Assistant & Mortgage Brokering Assistant

Paraplanning

Our skilled paraplanners will help financial planners build a strong relationship with their clients.​

Being number driven and quality-focused makes us create comprehensive and compliant advice documents (SOA’s and Suitability Reports). Our SOA’s and Suitability reports are ensured to be produced focusing on quality.

At SAKS we provide you, busy financial advisers access to your own dedicated paraplanner (Both on Full time & Part-time basis) when you need them and in a more cost-effective way.​

We also give you the flexibility to use our services without the need to employ one full time by providing per report based services.

  • Advice Document Creation
  • SOA and Suitability Report writing
  • Technical Research & Analysis
  • Calculations
  • Financial Modelling & Projections
  • Implementation Reports

Financial Planning Assistant

Our financial planning support team can help you with various technical and administrative tasks.

  • Technical Research & Analysis
  • Financial Modelling & Projections
  • Manage Client Reviews
  • Activities related to Implementation of Advice
  • Product Administration

Mortgage Brokering Assistant

Our Mortgage Brokering Support team can help you process mortgage applications efficiently and accurately to ensure that they are completed in a timely manner. The team undertakes all activities related to Mortgages.

  • Mortgage Processing
  • Market & Product Research
  • Affordability Assessments
  • CDD & AML Checks
  • Initial Underwriting
  • Loan Processing
  • Completing Applications & Other Documentations
  • Liaise with lenders, Solicitors & Estate Agents

Ready to get started?