Paraplanning Fast
About Us
Paraplan offers financial advisers personalised service, unparalleled support and excellent Statements of Advice.
Our paraplanners are all based in Australia, post-graduate degree qualified and available to speak with you.
We also help financial advisers make their processes more efficient,
advice documents easy to read, and their audits a breeze.
SERVICES
SoA Production
From:
Basic $195
Simple $275
Standard $440
Comprehensive $660
Strategy Support
Financial Modelling
Scenario Comparison
Strategy Development
Product Comparisons
Insurance Needs Analysis
Compliance
Compliance Reporting
File Reviews
Pre-Audit Check Up
Audit Training
Remediation Reporting
Consulting
AFSL Compliance Support
Advice Templates
Process Efficiency
Xplan Training
Tech Integration
Paraplanning requests are easy.
First we get to know your business, products and licensee requirements.
When your ready to submit a request:
1. There's no need for lengthy request forms - just email a dot point strategy and your fees.
2. Upload any relevant statements and quotes to your software system.
3. We review the file and provide you with a quote and turn around time.
SoA production can begin straight away & turn around times can be as little as 24 hours.
