Skip to content
Woman in an Out Sauce beanie and denim jacket on a coastal boardwalk.
OUT SAUCE · THE PROCESS

Plan in. Draft out. No drama.

LET US COOK
THE MENU

Advice documents.
Crafted to perfection.

Two documents, drafted for Australian advice firms by the same paraplanners every time. SOAs and ROAs, in your house style or ours. A short menu, cooked properly, beats a long one done half-right.

01 · SOA

Statement of Advice

The whole document, start to finish. New clients, single-strategy or multi. We read the plan properly, model the strategy, and draft it in your house style. Ready to check and sign. Not ready to fix.

  • New-client SOAs and major strategy reviews
  • Investment, super, retirement, insurance, debt
  • Your house style
  • Standard SOA in 7 business days
Read the full brief →
02 · ROA

Record of Advice

The lighter document, for ongoing clients where the strategy still holds. Minor amendments, the tweaks that don't need a full rebuild. Same care, faster turnaround, your template every time.

  • Ongoing-client ROAs where the strategy stands
  • Minor amendments, not full rebuilds
  • Your house style
  • Simple ROA in 3 business days
Read the full brief →
QUESTIONS YOU'LL HAVE

The straight answers.

What's it cost?
No guessing. There’s a calculator. Punch in the job, see the price. See pricing →
What about client data?
A signed confidential service agreement before any work begins. Australian-hosted storage, access logged, IT security in place. We'll share the agreement as we progress. Standards →
Where are you based?
Australia. Every paraplanner on Australian time, Australian-trained.
No offshore desks, no overnight handoffs.
What software do you work with?
Xplan, mostly. Others case-by-case, confirmed in the firm qualifier before any work starts. Software →

Got more questions?

READ THE FAQ →
THE CADENCE
Set your watch
to it.

The same rhythm, every job.

OPEN FOR BOOKINGS · NEXT-DAY REPLY
Figure in an Out Sauce hoodie on the beach at sunset, 'SAUCE' wordmark across the back.
SOUND LIKE A FIT? GET IN TOUCH BELOW.

Advice firm?

See if we're a fit for your firm.

Paraplanner?

A long-term home, not a side-hustle.