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About Us

We provide a complete outsourcing solution for financial planners, giving you the opportunity to save money, time and resources and allowing you to focus on growing your business.

  • We are an independent paraplanning service provider with an experienced team of paraplanners.

  • Our ambition is to become an essential part of your organisation, aiming not only to free up your time but also to assist you to add value to your client proposition.

  • At Planwise we design financial planning solutions and simplify the advice process for financial advisers throughout Australia.


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  • Outsourced Solution

  • Tailored Services and Deliverables

  • Team of Specialists

  • Quality & Compliant Paraplanning

  • Large Volume Capacity

  • Privacy Protection


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Services we offer

Statement of Advice (SoA)

We prepare all type of SoA that you require.

Record of Advice (RoA)

We prepare limited scope RoA to meet your needs.

Projections & Modelling

We model most complex scenarios and provide detailed projections.

Research & Tech
Support

We provide technical and admin support to advisers before starting the advice.

Working Papers & Strategy Summaries

We understand that financial advisers need to spend more time getting more business and less doing the research work.

Product Comparisons & Analysis

Product comparisons are required to make every advice compliant and viable. We prepare detailed comparisons and analysis.


Process

1
Submit

SoA request along with instructions can be provided to us via our Online Submission Form or by sending us a direct email.

2
Communicate

We acknowledge the SoA request and communicate the turnaround time, costs and initial queries related to SoA.

3
Delivery

Submission of SoA along with all supporting documents.

4
Feedback and Rating

Adviser provide feedback and rating based on the quality of SoA.

Software Expertise

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Strategies we Prepare

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Insurance
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Superannuation
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SMSF
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Retirement Planning
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Investment
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Gearing
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Cashflow & Budgeting
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Estate Planning
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Debt Management

Our Statistics

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Years of Experience

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SoA prepared

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Paraplanners

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Clients satisfaction