Outsourced Paraplanning Solutions
- Statement of Advice (SoA)
- Record of Advice (RoA)
- Projections & Modelling
- Research & Tech Support
- Working papers & strategy summaries
- Product Comparisons & analysis
Let us help you grow your business
- Tailored Services and Deliverables
- Team of highly qualified and experienced paraplanners
- Quality & Compliant Paraplanning
- Proactive approach
- Fast turnaround times
- Large volume capacity
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.
Tailored Services and Deliverables
Team of Specialists
Quality & Compliant Paraplanning
Large Volume Capacity
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
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.
SoA request along with instructions can be provided to us via our Online Submission Form or by sending us a direct email.
We acknowledge the SoA request and communicate the turnaround time, costs and initial queries related to SoA.
Submission of SoA along with all supporting documents.
Feedback and Rating
Adviser provide feedback and rating based on the quality of SoA.
Strategies we Prepare
Cashflow & Budgeting
Years of Experience