Paraplanner_Paraplanning_Service_sml

Paraplanner

For 10 years, Paraplanner has helped hundreds of financial advisers by completing thousands of Statement of Advice documents.

We’re passionate about creating a secure, personal outsourcing experience, utilising the talent of qualified Australian paraplanners.

Blown away by how quickly my SoA was turned around - thank you!! Your technology platforms are excellent, especially being able to instant chat online. Very impressed with the ability to pay straight way using a credit card as well. Couldn’t be happier, thanks guys. Well done!!

Aveley (WA) Adviser
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I have pleasure in advising that Paraplanner.com.au has been providing a paraplanning service to me for approximately the past eighteen months or so. The plans have been professionally prepared, competitively priced and returned in a timely manner. I have found the underlying strategies and recommendations contained within the plans more than acceptable.

Mona Vale (NSW) Adviser
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The service provided displays very good attention to detail, technical knowledge, but in particular the understanding of the client and the advice objectives we are trying to achieve. The advice document is well prepared and required little if any changes, within the agreed preparation time. The administration service - AdminPro, exceeds already what we have had difficulty in trying to train staff to achieve.

Port Macquarie (NSW) Adviser
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How It Works

Schedule work, monitor progress, communicate easily & get your work done.

  • 1. Book Paraplanner

    Book the exact time that you’d like your paraplanner to be working on your SoA.

  • 2. Upload Documents

    Using our secure form, upload your SoA Request details for your paraplanner to access.

  • 3. Communicate

    Communicate with your paraplanner via email, phone, online comments or chat messages.

  • 4. Receive SoA

    Receive an email with your SoA attached for you to review before being issued an invoice.


Keeping track of work just got easier

Manage workflows, add files & chat online. Even allow your manager to view the progress of work.
You can also choose to communicate via email only.


What sets Paraplanner apart

Apart from our good looks

  • Experienced Paraplanners

    Australian-based paraplanners with more than 3 years experience as a minimum requirement.

  • Secure Systems

    Upload your documents & communicate securely. Rock-solid Confidentiality Agreements are signed before work starts.

  • Fast Turnaround Times

    We have a 10 year track record of 5 business day turnaround times (and often less) that ensures your SoA is ready before your client appointment.

  • Low Cost Service

    We deliver excellent value to advisers and paraplanners due to our low-cost structure and advanced systems.


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Total Satisfaction

Your paraplanner will revise your SoA to meet your requirements before an invoice is issued.

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Experience with the following dealer groups

Frequently Asked Questions

What is the process to getting started?

We make the process of signing up easy. Following our brief phone call, we’ll send you an email with all the information you need to present to your team (information on our business, pricing details, Confidentiality Agreements, SoA request form and an outline of the process). We’ll also include a link to our booking page for when you’re ready to start allocating work. Allocating work is as simple as selecting your paraplanner, choosing their next available work time and uploading the required forms.

 

Do I work with one paraplanner?

We believe that the best solution for outsourced paraplanning is for advisers to work one-on-one with their paraplanner. We don’t pool work, outsource work overseas, make you accommodate staff holidays, add additional costs or extend turnaround times. Your paraplanner works to deliver a personal, prompt service to you and your company.

How much does it cost?

Our SoAs range from under $100 to over $600 to complete, depending on the complexity. For price-sensitive advisers, we also offer large savings for using the services of paraplanners who are new to outsourcing (still having more than 3 years experience).

 

What software programs do you use?

Our paraplanners are experienced in using Xplan, COIN, Midwinter, AdviserLogic, AdviserNetGain, Visiplan, Provisio, Word and several other programs. When you decide to commence working, you will need to provide login details so your paraplanner can complete your SoAs in your chosen program.

Highly Recommended

Primarily through word-of-mouth & being a preferred supplier for many dealer groups, Paraplanner has become Australia’s #1 paraplanning service.

For the last 10 years, companies have been switching to paraplanner because our service is secure, easy-to-use, reliable and lowers your paraplanning costs.

Combine that with our quality customer service & project management skills and you’ve got a unique and delightful package.

Join the many other advisers signing up to Paraplanner each week.