ClearView - Wealth creation and wealth protection for every stage of life
ClearView Paraplanning
Paraplanner is a preferred Paraplanning Service Provider to the ClearView group and it's advisers.
With a focus on Financial Advice that covers all their clients needs, ClearView advisers often send us a wide and varied range of Paraplanning requests. We deliver our documents back in 5 business day after one of our highly experienced ClearView Paraplanner's have worked on the statement of advice and it is reviewed by another member of our internal ClearView Paraplanning team.
We help our ClearView advisers provide personal advice that is tailored to their clients goals. We review the advisers file notes, financial needs analysis and advice strategies and help articulate them into an easy to understand statement of advice that details every aspect of the clients financial goals and objectives.
We produce a compliant ClearView Statement of Advice that clearly states:
The clients current financial situation
The clients goals for the future
The detailed and concise strategy for how to achieve the clients goals
Suggestions for specific investments or insurances that will meet the clients needs
A clear indication of the cost of the advice and fees for the investments
If you are a ClearView adviser contact us today to learn more around how we can help.
Paraplanner is a preferred Paraplanning Service Provider to the ClearView group and it's advisers.
With a focus on Financial Advice that covers all their clients needs, ClearView advisers often send us a wide and varied range of Paraplanning requests. We deliver our documents back in 5 business day after one of our highly experienced ClearView Paraplanner's have worked on the statement of advice and it is reviewed by another member of our internal ClearView Paraplanning team.
We help our ClearView advisers provide personal advice that is tailored to their clients goals. We review the advisers file notes, financial needs analysis and advice strategies and help articulate them into an easy to understand statement of advice that details every aspect of the clients financial goals and objectives.
We produce a compliant ClearView Statement of Advice that clearly states:
The clients current financial situation
The clients goals for the future
The detailed and concise strategy for how to achieve the clients goals
Suggestions for specific investments or insurances that will meet the clients needs
A clear indication of the cost of the advice and fees for the investments
If you are a ClearView adviser contact us today to learn more around how we can help.
