Paraplanning Services for Advisers

Outsourcing paraplanning offers several benefits, including cost-effectiveness, access to a skilled and experienced workforce, and the ability to focus on core business activities while maintaining high-quality financial documentation.

Your data security is our top priority. We follow the industry’s best practices to ensure the highest level of security for sensitive information. We implement stringent security measures, including encrypted data transfer, secure servers, and strict access controls to protect your sensitive information.

Wemanage the time difference effectively by leveraging the 5-hour time gap to optimize workflow and communication. While our team progresses on work during their later work hours, the Australian team can begin their next day with updates and deliverables ready for review. This cycle helps maintain momentum and reduces downtime, making the most of the time difference.

We deliver Statements of Advice (SoA) in days, not weeks. PlanWise is renowned for rapid turnaround times, typically completing assigned work within 3-5 business days. Even the most complex plans, such as SMSF with gearing, are completed within 7 days.

At PlanWise, we ensure the quality of our work through our team of highly experienced professionals, rigorous review processes, and continuous training. Every plan is meticulously reviewed to maintain accuracy and compliance, ensuring that we consistently deliver high-quality results tailored to our clients' needs.

Our pricing is competitive and depends on the scope and complexity of the work. We offer flexible pricing models, including ad-hoc pricing and Ongoing Fixed pricing agreements, to suit your business needs.

Yes, we offer trial periods so you can evaluate the quality of our services before entering a long-term agreement. This allows you to assess our expertise, turnaround times, and overall fit with your business.

Our paraplanning team has software expertise on XPLAN, COIN, AdviserLogic, Midwinter, Platform Plus, Plutosoft, IRESS and many more.

Our team of paraplanners is well-versed in Australian financial regulations, including the latest updates to the Financial Adviser Standards and Ethics Authority (FASEA) guidelines. We regularly train our staff to stay current with Australian laws and industry standards, ensuring that all advice documents meet regulatory requirements.

Getting started is easy! Contact us through our website, and one of our representatives will get in touch with you to discuss your needs. We will guide you through the onboarding process, including setting up communication channels and understanding your specific requirements.