Brand profile · Financial Services

SOAs 2 u

SOAs 2 u works in Financial Services, out of Main Beach, QLD. It is privately held, and its site is soas2u.com.au. It holds one address on record, all in Australia. Headcount on record is 4. Its work is tagged outsourcing and paraplanning. The record links seven similar brands, most of them in Financial Services.

soas2u.com.au LinkedIn

Profile live Privately Held Founded 2015 1 office country
Counted staff
4
self-reported band not used
Founded
2015
11 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

SOAs 2 u are a paraplanning outsourcing agency in Australia.

We specialise in delivering on-time, compliant and professional Statements of Advice (SOAs) for Financial Planners. We work with clients from many areas including the Sunshine Coast, Brisbane, Sydney, Melbourne, Adelaide, Perth and everywhere in between. We offer a range of SOA services including creating simple (limited), standard and comprehensive SOAs.

By outsourcing through SOAs 2 u, businesses save themselves both time and money, helping regain balance in their work and home lives.

Specialties

All 3 specialties
  • Paraplanning
  • Outsourcing
  • Statements of Advice

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AUMain Beach, QLD 4216Primary

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Spending power

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Signals & hiring

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

3 employee profiles on record · names withheld.

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FAQ

How many people work at SOAs 2 u?

4 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.

Where does SOAs 2 u have offices?

One address on record, Australia only. Primary: Main Beach, QLD 4216.

Has SOAs 2 u raised funding?

None linked to this brand.

What does SOAs 2 u list as its specialties?

Three tags on the brand's own list, among them outsourcing and paraplanning.

Which companies are listed alongside SOAs 2 u?

Seven peer profiles on record: YTM Group Pty Ltd and Bounce Financial.

What is SOAs 2 u's website?

soas2u.com.au