Hover or tap on any item with a dotted underline to see a description.
| Process | Delivery* |
|---|---|
| Client Interactive Fact Find | 0 days |
| Fact Find Data Entry | 3 days |
| Authority Submission | 1 days |
| Research Calls & Recording | 5 days |
| Research Call Data Entry | 1 days |
| Insurance Quotes | 3 days |
| Annual Planning Meetings | 3 days |
| Record of Advice | 3 days |
| File Note Transcription | 3 days |
| Product Cost Comparison | 5 days |
| Process | Delivery* |
|---|---|
| Investment Only SoA | 3 days |
| Risk Only SoA | 3 days |
| Superannuation Only SoA | 3 days |
| Super & Investment SoA | 3 days |
| Risk & Investment SoA | 3 days |
| Risk & Super SoA | 3 days |
| Risk, Super, & Investment SoA | 5 days |
| Pension (including TTR) | 3 days |
| SMSF Strategy SoA | 8 days |
| Modelling | 3 days |
| Rework | 3 days |
*
Delivery by 4pm AWST weekdays, excluding public holidays.
Specialty tasks such as non-model portfolios may take additional time.