Get Things Done
Tap the right skills and resources at the right time with our done-for-you Paraplanning Service.
Don't do everything yourself.
In an attempt to increase revenue, attract new clients (and keep existing ones), you agonise over which area to put your focus on.
Time being invested in tasks that are not your skillset is offsetting your ability to build your business. Your clients pay you to manage their money – that is your skillset.
Client expectations are focused on quality of service. They judge you based on the quality of your advice, the responsiveness of your service, and your level of engagement.
When you get caught up in the administration and background work, you are giving up time that could be spent reaching out to existing clients, meeting new prospects, and discovering new revenue streams for your business.
It’s time to let go, use a Paraplanner, and watch your business grow.
What can Paraplanners do?
Paraplanners do not manage client relationships or bring in new clients. That’s your job as the Financial Planner. Our job is to free up your time so that you can do those things better in the business.
We can do the bulk of constructing Advice Documents; from data entry, running the financial projections and scenarios, and then collating it into a presentable Statement of Advice.
How you benefit
Based in Australia
All our staff are based in Australia and all work are completed in Australia.
Guaranteed Fixed Fee
All jobs are quoted on a per plan basis so you always stay on budget.
Our staff are professional paraplanners with over 15+ years of experience in the financial planning industry.
No contracts. You only pay for what you need, when you need it.
We can set you up within 24 hours. Plans are completed within 7 business days.
All plans are completed remotely and delivered digitally. Geography is no longer a barrier.
Simple pricing per plan
Frequently asked questions
We specialise in using XPLAN only.
To ensure compliance with your Australian Financial Services License or Licensee, we will only use your approved templates. In addition, the documents will prepared in accordance with your particular style, format and structure, then delivered to you by email in an editable format.
Yes. We offer a data entry service to complement our core services. This service is quoted separately.
Yes. We offer bulk discounts based on volume and regularity of work received.
Send us an email and book your free consultation to discuss your paraplanning needs. We have a simple 3-step engagement process that can set you up within 24 hours.