FAQ

Outsourced Paraplanning

Frequently Asked Questions

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Paraplanning involves performing the administrative duties of a financial planner. This function was created to allow financial planners to focus on working more closely with clients and identify their investing needs.


Source: Investopedia

All busy Financial Planners! We designed our business with busy financial planners in mind. If you are overwhelmed with data entry, financial modelling, and writing Statements of Advice, then our paraplanning service will most likely be a great fit.

No. We also offer an XPLAN Data Entry Service. We quote for this service separately, on application.

We charge per SoA. We review each SoA Request and price it according to our Fee Schedule. Please call us if you need more details.

We will. We have a team of professional paraplanners with different skills and expertise. You will get a dedicated paraplanner who will work with you.

We deliver the first draft of the SoA within 5 to 7 business days.

We accept electronic bank transfer into our company bank account.

No. You will be invoiced on completion. The invoice is payable within 14 days.

No we don’t. We will only use your compliance-approved strategy text for all advice documents.

Yes. To ensure compliance with your Australian Financial Services License or Licensee, we will only use your compliance-approved templates. The advice documents will be prepared in accordance with your particular style, format and structure, then delivered to you electronically in an editable format.

Contact us and book your free consultation to discuss your needs. We have a simple 3-step on-boarding process. 

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We operate Australia-wide and would be happy to chat to you about any questions you might have.