1
SOA request
SOA Request is emailed to your dedicated request email.
Our Process
Take the time to understand how we work and see whether we're a good fit for you.
How We Work
Our SOA Workflow
A clear, step-by-step process from request to delivery — built for speed, quality, and adviser peace of mind.
2
Access Information
Superwize team will assess all information provided – If any additional requirements are required – Team will request on the same day.
3
SOA Allocation
SOA is allocated and completed within 24 hours.
4
SOA analysis
SOA is vetted by Senior Paraplanners.
5
Receive SOA
Adviser receives the SOA
6
Updates
Adviser Updates – Further Recommendations Sent back to Superwize Team
7
Modifications
Final Modifications by Superwize Team Same day turnaround
8
Finalization
SOA – Ready to present
Contact Us
Don't hesitate to reach out
Get in touch with us today to explore collaboration opportunities, discuss your needs, and discover how we can assist you.
Office Location
19/10 Eagle Street, Brisbane CBD