Our approach to Financial Plans

Enhance your financial advisory with professional paraplanning support—streamlining your advice process, speeding up client turnaround, and freeing up more time for what truly matters.

Growth tools

We offer a service that actually helps your company spend less of the two most valuable resources: time and money.

Founded by DFP and IT professionals, we use an innovative approach to guide you through the necessary processes, providing advice documents to tailored specifically for your clients.

We assist in managing complex financial matters, including multiple products, intricate tax structures, and sophisticated investment portfolios. By providing a tailored approach, we enable you to focus on maintaining and strengthening client relationships.

Statement of Advice (SoA)

Our skilled paraplanners create SoAs that adhere to compliance standards and effectively communicate financial strategies.

How we prepare our SoAs?

We provide comprehensive Statement of Advice (SoA) preparation services designed to help financial advisers deliver clear, compliant, and tailored advice to their clients. Our goal is to make your job easier by handling the complex and time-consuming task of preparing comprehensive SoAs, ensuring that each document is personalised to meet your client’s financial objectives while adhering to all regulatory standards.

SMART Goal Formulation: We help define Specific, Measurable, Achievable, Relevant, and Time-bound goals that align with your clients' financial objectives.
Advice Scoping: We identify potential challenges early, ensuring a clear and focused advisory process.
Strategic Development: We develop comprehensive financial plans tailored to each client's unique needs.
Portfolio Modeling: We provide detailed portfolio models and research alternative strategies to optimize client outcomes.
Insurance Analysis: We conduct thorough insurance needs analyses and offer policy recommendations to safeguard your clients' financial well-being.
Product Research: We evaluate alternative insurance and investment products to find the best fit for your clients.
Paraplanning Instructions: We prepare clear instructions to ensure a smooth workflow and efficient implementation of advice.

Record of Advice (RoA)

We create professional and compliant Records of Advice (RoA) that adhere to regulatory standards, ensuring precision and prompt delivery. This service enables you to maintain strong client relationships while effortlessly meeting legal requirements.

Record of Advice and Annual Reviews:

At Alerius, we understand that your clients' financial needs evolve over time. That's why we focus on not just providing initial advice, but also ensuring ongoing support through comprehensive Record of Advice (RoA) preparation and annual reviews of client arrangements.

Record of Advice (RoA) Preparation: Our team helps prepare clear and compliant Record of Advice (RoA) documents, outlining tailored recommendations that align with your clients' current financial situation and goals.
Annual Client Reviews: To keep your clients’ financial plans on track, we provide thorough annual reviews of their arrangements. By regularly assessing their insurance products, investment strategies, and overall financial positioning, we ensure they remain protected and positioned for success.

By partnering with Alerius, financial advisers can enhance the quality of their advice, maintain high compliance standards, and improve efficiency in their advisory processes.

Let us handle the details, so you can focus on delivering exceptional, personalized service to your clients. Contact us today to find out more about how our Record of Advice (RoA) and annual review services can enhance your client relationships and ensure they stay on track for financial security.

Projections & Modelling

Our Financial Modelling services deliver customized projections, empowering you to evaluate risks and make informed decisions. This offering enhances long-term planning and performance assessment, ensuring better outcomes for your clients.

Financial Modelling: Empowering Smarter Financial Decisions

Take your financial planning to the next level with XTools+, the ultimate financial modeling solution. Whether you are an advisor, analyst, or business leader, XTools+ equips you with the tools needed to make data-driven decisions confidently.

XTools+ empowers you to analyze trends, evaluate opportunities, and develop strategies that drive sustainable growth. From regular individuals to complex financial positions such as companies and trusts, our financial modeling solution ensures you're always a step ahead.

Review Presentations

We specialize in creating professional presentations that provide a clear and concise summary of your client’s financial position. These presentations offer a structured overview of key financial insights, including portfolio performance, asset allocation, and progress toward financial goals. By transforming complex financial data into an easy-to-understand format, we help ensure that your clients remain informed and confident in their financial strategy.

SoA Presentations

Our customized PowerPoint presentations are designed to highlight essential details while maintaining a visually engaging and professional format. We align each report with your client’s specific circumstances, incorporating relevant financial metrics and strategic recommendations. Whether it’s a routine financial review or a major portfolio reassessment, our presentations serve as a powerful tool for guiding informed decision-making.

By leveraging our expertise in financial paraplanning, we streamline the review process and enhance client engagement. Our goal is to equip you with well-structured, data-driven presentations that not only reflect financial performance but also provide a roadmap for future planning. With Alerius, you can present financial insights with clarity and confidence, fostering stronger client relationships and long-term success.

Portfolio Construction

Our Wealth Management services create tailored strategies designed to build and optimize your portfolio according to your clients' unique financial situation and objectives. By taking a personalized approach, we carefully select investments that align with your APL. Through ongoing monitoring and strategic adjustments, we ensure that your portfolio evolves with your needs, providing a solid foundation for long-term financial success and security.

Portfolio in line with risk profile

Our Wealth Management services create personalized strategies for building your portfolio. This service helps you grow and protect assets while ensuring your investment aligns with long-term objectives.

Our tools for designing a portfolio in line with the clients' risk profile will allow you to assess the clients asset allocation and allocate the funds towards the optimal portfolio and the underlying investments under your APL.

Insurance Needs Analysis

We perform comprehensive insurance needs analysis and risk assessments to help you select suitable coverage. This service ensures your financial plan is protected and your insurance needs are well-researched.

XPlan Risk Researcher

At Alerius, we leverage the power of XPlan Risk Researcher to deliver personalized and precise insurance recommendations for your clients. Our service utilizes cutting-edge analytics to assess a wide range of risk factors, ensuring that every insurance product we recommend is perfectly suited to your clients' unique needs.

Comprehensive Product Comparisons: Evaluate multiple insurance options side-by-side, so you can offer your clients the best coverage.
Customized Risk Assessments: Take the guesswork out of insurance planning with data-driven insights that consider each client's specific circumstances.
Informed Decision-Making: Ensure your clients receive the most appropriate protection, aligned with their long-term financial goals.

Let us help you streamline the insurance process, offering clarity, confidence, and peace of mind to both you and your clients.

Trusted Paraplanning Partner

From tailored financial paraplanning to compliant, client-ready advice, everything we do is built to support advisers with clarity, precision, and care. If you're ready to enhance your advice process, we're here to help.

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