What We Do

Outsourced Paraplanning Services

Our Outsourced Paraplanning Services includes more than writing SoAs

Strategy Papers

Long-range financial Modeling

Clients come to you because they want to better their lives. So, one way to demonstrate your value is to show them the numbers.

Strategy Research and Gap Analysis

While the cash flow analysis may reveal gaps between your clients’ goals versus the reality of their financial situation, a gap analysis will identify the potential strategies that will meet their goals.

Giving your clients the information will allow them to make an informed choice so you’ll be able to design a solution that matches their needs.

Statements of Advice

Simple and clear strategies

SoAs don’t have to be necessarily long and complex. Simpler SoAs with clear strategies always work better with clients.

Personalised and focused

Too much generic information and irrelevant information confuses clients. They should be able to understand how the recommendations will put them in a better position. We ensure our SoAs has a simple structure that appropriately addresses the needs of the clients.

XPLAN Data Entry

save time and Money

Accurate data entry is the foundation of efficient and successful data management so it’s important that you find an effective way to manage it. So, outsource your XPLAN data entry for significant cost savings and get your time back.

Great Financial Advisers outsource paraplanning to us

Get in touch

Ready for Outsourced Paraplanning?

We invite you to book a chat. It’s a free one-on-one phone consultation with us.