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! Our business was designed 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. In addition to writing Statements of Advice, we also offer stand-alone XPLAN Financial Modelling and XPLAN Data Entry. These services are quoted separately.

We do not charge on a per hour basis. We charge per plan. Each Paraplanning Request is is reviewed individually and priced according to our Fee Schedule. Please visit our Forms and Brochures page for more details.

We specialise in using XPLAN only. We do not use any other software to generate SoAs or Financial Modelling. 

We do. We have a team of professional paraplanners with different skills and expertise. Each Adviser will be paired with the most suitable paraplanner whom will complete the request from start to finish.

We deliver within 5 to 7 business days.

We only 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 paraplanning needs. We have a simple 3-step engagement process that can set you up within 24 hours.

Have some questions?

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