What if you didn't have to write your own SoAs?
Think of the stress you'd avoid.
The time you'd gain.
The money you'd make.
The good news? We'll write them for you.
Financial Planners shouldn't do paraplanning work.
Your practice needs high-quality, compliant SoAs but you’ve been in the industry long enough to know that writing SoAs yourself isn’t sustainable.
For less than the annual cost of another staff member with limited experience, you can have access to professional paraplanners without the ongoing financial commitment of an employee.
What's in it for you?
A lot of what is done in a financial planning business is process-oriented and do not contribute to your competitive advantage. By outsourcing those process-driven tasks, you can be focused on the parts of your practice that do establish competitive advantage such as providing advice and building client relationships.
Internal staff may lack the level of skills required to deliver the service so outsourcing to someone who specialises in delivery of that part of your process can improve the final output quality of that service.
The process may be performed better or cheaper by other service providers, and therefore improve the quality of that service by reducing costs or free up your internal staff for other tasks they could be performing.
It transforms your fixed costs into variable costs so that it is only incurred as new work is generated and you can easily respond to changes in required capacity.
Our Paraplanning Services
Statement of Advice
Writing is our craft. We’ll write the plans so you can spend more time developing financial strategies and nurturing client relationships.
Say goodbye to repetitive, non-billable and time-consuming data entry work.
Stand Alone Projections
We’ll crunch the numbers to support your strategies and recommendations.
How it works
Sign the Agreements
Review and sign the confidentiality and advisor agreements which details our terms and conditions, service overview and fees.
Send your Request
Complete and email a Paraplanning Request form to us. Within 24 hours, You’ll receive a quote and completion date.
We'll get to work
On receipt of you approval to proceed, we’ll commence work on your request and deliver within the agreed timeframe.
- 01. WealthSolver and Risk Researcher reports
Say goodbye to time-consuming product research. We will prepare like-for-like comparisons between your required products so you can make informed and appropriate recommendations to support your strategies.
- 02. Financial modelling and projections
Cash flow, taxation, asset valuation and retirement projection reports are included. We will build financial models from scratch, inputting existing data and assumptions to project different scenarios.
- 03. Statement of Advice in WORD format
Advice document preparation has never been easier. We will prepare the SoA according to your preferred structure, format and style, while remaining in line with your licensee standards.
our Paraplanning Team
Director and Senior Paraplanner
Donna brings 19 years of financial planning industry experience to the table. Outside of the business, she is a keen tennis player, a student of photography and small business marketing and is a trained copywriter.
Mandy is a Certified Financial Planner who has worked in the industry since 1998. She lives and breathes Excel. Outside of work, she loves spending time with her family and friends, or on her fitness.
Rachael brings 12 years’ experience in the industry across several different licensees. Outside of work, Rachael enjoys being outside socialising and enjoying the sun, playing netball and horse riding.
What Our Clients say
Some of our valued clients
Outsourcing has never been easier
Get in Touch
We’re thrilled. We read every message and do our best to respond within 24 business hours. Generally, we work Mon – Fri, 9am – 3pm Australian Eastern Standard Time. When it comes to customer care, we’re obsessive. So if you don’t hear back from us, that means we didn’t get your note so please do send it again.