Complete Record of Advice (RoA) documents in half the time.

Record of Advice Guide

Record of Advice Guide - A general guide for when to use a Record of Advice

RoA Templates

Record of Advice Templates  - Set of Word documents covering major RoA types 

Save time with our Record of Advice Templates

Are you swamped with compliance paperwork? 
Let us help you save time and money on producing Records of Advice.

As a group of paraplanners who have serviced all the major dealer groups & who write thousands of advice documents each year, we are excited to offer Record of Advice templates to help your business.