FInancial Plan construction

I am looking for someone to write a Statement of Advice for a financial planning firm in Australia.

We address a client's goals and objectives and then offer solutions in a document.

We disclose our fees and charges, describe the products we will use, and offer alternative products that were considered.

There is a client data form from where the information is sourced, and this is then entered into a template.

Accuracy is paramount, with excellent spelling and grammar a pre-requisite to the job.

There are templates to follow but we would train you via Skype to ensure you have a grasp of the work involved.

The end document must be formatted neatly and correctly.

Skills: Financial Research, Technical Writing

See more: construction financial plan, writing templates, writing job objectives, writing job australia, writing goals for work, writing goals and objectives, writing goals, writing describe a job, writing a research statement, technical writing fees, technical writing advice, technical job in australia, statement of work templates, sourced solutions, research job australia, looking for construction work in australia, job offer in australia, job offer australia, job objectives, financial planning template, construction work in australia, construction work australia, Construction work, construction in australia, construction australia

About the Employer:
( 0 reviews ) Australia

Project ID: #4733482

5 freelancers are bidding on average $183 for this job


I am a business consultant with 10+ years of experience. I will write a professional SoA that will meet your objectives. More details in the Message Board!

$210 AUD in 10 days
(6 Reviews)

It’s my pleasure to bid on this project. I am qualified CIMA and have relevant experience. I have gone through your requirement and I assure that assignment shall be completed swiftly. You may check PM for detail.

$150 AUD in 3 days
(7 Reviews)

Greetings! Mr. Robyn, I have the required experience & qualification for this job, looking forward to hear from you.

$156 AUD in 14 days
(2 Reviews)

Dear Sir/Madam.. Kindly check PM for my bid details.. Best regards - Priyal

$200 AUD in 4 days
(5 Reviews)

Hello, I was previously a Chartered Accountant and as such I believe I would have the skills necessary to undertake this project for you. I have sent a PM with further details. Thank you for your consideration.

$200 AUD in 4 days
(0 Reviews)