Midwinter Advice Solutions

Midwinter Advice Solutions is our limited advice service for superannuation trustees, platforms and dealer groups.

Our advice solutions and processes are industry leading and ensure client objectives are being achieved and disclosure obligations are being satisfied when providing limited advice.

Midwinter believe we can produce relevant and compliant statement of advice documentation quicker and more efficiently than any other provider without compromising the quality of advice.

Licensees and trustees can choose between using Midwinter’s AFSL and paraplanning services or their own to provide a range of customised limited advice services.