IS SoA PREPARATION THE DRIVING FORCE BEHIND YOUR BUSINESS SUCCESS? PROBABLY NOT

PARAPLANNING

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Where are we?

Our paraplanners are based around Australia to ensure your Statement
of Advice seems like it is written by you.

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Do we know our stuff?

Our paraplanners have combined industry experience in excess of 100
years and are all highly qualified.

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Why will it work for you?

You can use us for overflow capacity when your in-house paraplanner is
busy or away. Alternatively, you can use us exclusively. The choice is yours.

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What software do we use?

Our primary software is AdviserLogic. You’ll be able to give us access to
specific clients so that we can produce your documents inside your
own software!

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Sounds good. How much?

We’ve got a variety of options ranging from per plan payment, to batch
prepayment of plans. All the details are available below.

LET US HANDLE THE MUNDANE TASKS OF YOUR BUSINESS

Did you get into this industry to type up plans?
Is that your main skill set?
Could your time be better utilised in your business or at home?
Spend time doing what you love!
WOULD YOU RATHER BE DOING A JUNIOR’S TASKS OR SOMETHING ELSE?

ADMINISTRATION

Revenue Management

  • We will manage your commission software – statement uploads, reconciliation & pay-outs

Data Entry

  • We will enter your client details into the CRM

FOFA Compliance Management – FDS

  • We will manage the preparation and distribution of your fee disclosure statements

FOFA Compliance Management – Opt-in

  • We will manage the preparation and distribution of your opt-in notices

what we offer

WE PROVIDE SERVICES FOR

Structural Efficiency
  • Rapid Template Construction
  • Customised Workflows
  • Simple DIY Re-Configuration
  • Choice
  • Regular Webinar Sessions – Free
  • Comprehensive coverage of TTR, CenterLink, etc
Effortless Expertise through Learning Choices
Real Business Support
  • Dedicated Client Advocate
  • Overflow Paraplanning
  • Service Response Guarantee – One Business Day

what we offer

WE PROVIDE SERVICES FOR

Structural Efficiency
  • Rapid Template Construction
  • Customised Workflows
  • Simple DIY Re-Configuration
Effortless Expertise through Learning Choices
  • Choice
  • Regular Webinar Sessions – Free
  • Comprehensive coverage of TTR, CenterLink, etc
Real Business Support
  • Dedicated Client Advocate
  • Overflow Paraplanning
  • Service Response Guarantee – One Business Day

Do you know what your processes are?
Do you need help?

Practice Consultancy

Tell me what to do (and how)

  • Access AdviserLogic standard management processes

We know what we do, just need it done

  • Set up my existing processes and packages

We need help to design what we do

  • Work with me to establish my processes

We need some random help

  • I just want help on this one thing