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Strategies

Years of
Experience

Plans
Completed

Clients
Satisfaction

SERVICES

Paraplanning is not part of what we do

-It’s all we do.

PlanWise specialise exclusively in paraplanning, delivering accurate, compliant, and tailored advice documents so you can focus on what matters most — your clients.

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OUR SERVICES

documentation

Paraplanning

We create clear, compliant, and customised SoA/RoA that reflect your strategy, align with your licensee guidelines, and support your client conversations. Our experienced team ensures quality, consistency, and timely delivery.

evaluation

Administration

We handle the back office from data entry and research to Xplan templating and file notes. Free up your time while we take care of the admin tasks with precision and consistency.

Why choose PlanWise?

Tailored Services and Deliverables

At Planwise, we work hard to offer unique and exclusive investment options, such as our Solace Separately Managed accounts, that perform above and beyond the market equivalents. These investment options set us apart from other financial advice practices, offering us increased agility and ease of management, and offering our clients expertly managed investment options with outstanding returns.

Team of Specialists

At Planwise, we work hard to offer unique and exclusive investment options, such as our Solace Separately Managed accounts, that perform above and beyond the market equivalents. These investment options set us apart from other financial advice practices, offering us increased agility and ease of management, and offering our clients expertly managed investment options with outstanding returns.

Quality & Compliant Services

At Planwise, we work hard to offer unique and exclusive investment options, such as our Solace Separately Managed accounts, that perform above and beyond the market equivalents. These investment options set us apart from other financial advice practices, offering us increased agility and ease of management, and offering our clients expertly managed investment options with outstanding returns.

Privacy Protection

At Planwise, we work hard to offer unique and exclusive investment options, such as our Solace Separately Managed accounts, that perform above and beyond the market equivalents. These investment options set us apart from other financial advice practices, offering us increased agility and ease of management, and offering our clients expertly managed investment options with outstanding returns.

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60%

More time for Client Engagements

By outsourcing paraplanning tasks, financial advisers can dedicate up to 60% more time to client-facing activities and business development.

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FAQ

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