Boutique Financial Planning Services

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Services
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Your challenges
Our Solutions
Sevice Features
Service Benefits

Financial planning businesses are currently facing
numerous challenges which may include:

The table below shows the BFPS solutions to common financial
planning business challenges.

	SOA Preparation	Website	SOA Coaching	Practice Management
New Clients
Client retention
Pricing & value
Cashflow
Efficiency
Staffing
Differentiate
Compliance

SOA Preparation	Initial or review SOA's Financial modelling projections 5 day turnaround time Optional extras (midwinter, style guide, SOA powerpoint Strategy checklist	Customised templates highlighting the value of advice Designated quality checker Discounts for regular users Transparent pricing model
Web Design Maintenance	Design site from scratch or upgrade existing site Holistic service (hosting, security & maintenance)	On line forms On line tutorials Access to our web templates
SOA Coaching & Checking	On-site coaching from an experienced paraplanner Live case SOA	Financial modelling Niche tools Template customisation
Practice Management	Implementation of the Client Engagement program Implementation of FP 9000	Adviser to client processes Service packages and pricing

All of our services aim to provide the following benefits to you:

	Save you time
	Make you money
	Save you money
	Avoid pain
	Increase happiness

We are delighted to provide the following services to make your job easier
throughout the financial planning process:

Service:

Helping You
Key Benefits
Why BFPS?
Process
Documents
Costs
FAQs

This service can help if you:

Have staff turnover
Have capacity constraints
Are struggling to show the value of your advice
Find it difficult measuring the time/cost in producing a SOA in-house.
Have inexperienced support staff/need assistance with strategy development
Are looking to reduce your fixed costs
Are a planner who is writing SOA's
Are looking to grow your business
Are not producing high quality SOA's
Are implementing the client engagement program
Have compliance problems

Benefits of Outsourcing SOA's:

Time - Free up your/staff's time to focus on your core business activities i.e servicing clients.
Reduce costs - Outsourcing is cheaper than preparing SOA's yourself. It converts fixed costs into variable costs and helps minimise staff hiring/training/absenteeism costs.
Expertise - "Time Share" an experienced paraplanner with other financial planning business'.
Increase efficiency - Your non-core business function (SOA preparation) will be performed efficiently allowing your core functions to be efficiently carried out in-house.
Reduce risk - compliance, staff changes, key dependencies.
Track costs - Convert an unknown cost to a known cost.
Increase customer satisfaction - superior quality and turnaround times.

Why use Boutique?

Access to the BFPS customised templates aimed at highlighting the value of your advice
Quantifiable fixed cost and transparent pricing model
Superior capacity management via the Priority Client Package
Multi paraplanner business
Discounts available to regular clients
Experience (current staff have min. 5 years)
Valuable input into strategy development
Designated quality checker
Superior turnaround times (5 working days)
On-line work request form
Client engagement program SOA templates
Optional add on services e.g powerpoint SOA summary, midwinter analysis, style guide

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What documentation do you need to send?

- Boutique SOA preparation work request form
- AdviserCentral data files (if not available AC input fee may apply)
- Fact Find (Client profile)
- File notes
- Relevant attachments (information should be transcribed into fact find)

How do i export AdviserCentral files?

Please view the following tutorials for instructions on how to export AdviserCentral files:
(Please click here to download the flash plugin if the tutorials do not display.)

Training Export Part 1
Training Export Part 2

How do i import AdviserCentral files?

Please view the following tutorials for instructions on how to import AdviserCentral files:
(Please click here to download the flash plugin if the tutorials do not display.)

Training ImportPart 1
Training ImportPart 2

What can i do to maximise SOA preparation efficiency?

Some of the common problems are as follows:

1. Generic Goals and Objectives Client objectives should be specific in terms of amounts and timeframes where possible (refer attached suggestions). Details required for retirement analysis are also regularly omitted e.g retirement age, income required pa, lump sum expenditure etc

2. No/inadequate reasoning behind product redemption/recommendation Reasonable basis should be established through diary notes e.g fee comparison. Redemption costs must also be provided e.g exit fees, CGT.

3. Recommended products don't match clients target asset allocation Variances outside of 10% target asset allocation must be justified.

4. ETP components not provided Compulsory when recommending redundancy, recontribution and/or retirement income stream strategies. Previous ETP withdrawal details are also required.

5. Expenditure Clients regularly only provide a lump sum expenditure figure. The planner needs to detail whether this figure includes or excludes loan repayments, insurance premiums etc which are located throughout the fact find.

6. Investments Regularly omitted information includes investment owner, interest rate for cash/fixed interest, number of shares/units held

7. Liabilities Regularly omitted information includes interest rate, repayment amount loan term etc.

8. Gearing Planner must complete analysis to prove that Licensee standards are met e.g interest rate increases, LVR etc. Details of proposed loan facility and investment owner are regularly omitted.

Please click here to login to view online forms

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If you would like to know more about our services, please fill in the form below:

Please select the services you are interested in:
(Click on the service name for further information)

      SOA Preparation
      SOA Coaching & Checking
      Web Design & Maintenance
      Practice Management

Your name:

Phone Number: (BH) (AH)

Email address:

Preferred Contact Method: Email Phone