FInancial Plan construction

  • Status Closed
  • Budget $30 - $250 AUD
  • Total Bids 5

Project Description

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.

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