Our Services

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Services we offer

STATEMENT OF ADVICE (SoA)

Ranging from risk only plans to comprehensive advice documents involving different entities such as SMSF and family trusts. Planwise Paraplanning will write any SOA’s that you require.

RECORD OF ADVICE (RoA)

Planwise Paraplanning will construct any limited scope SOA/ROA’s to meet your needs. Unsure of whether an ROA or SOA is required? Planwise Paraplanning can assist.

PROJECTIONS & MODELLING

Planwise Paraplanning can model scenarios and provide detailed projection reports if you require before committing to a full SOA.

RESEARCH & TECH SUPPORT

Planwise Paraplanning are happy to provide technical support and knowledge to advisors prior to the commencement of advice construction.

WORKING PAPERS & STRATEGY SUMMARIES

We understand that Advisers want to spend more time meeting their Client’s and less time working on the more menial tasks such as the working papers and strategy notes.

PRODUCT COMPARISONS & ANALYSIS

Need to know whether you have reasonable basis for switching Super or Insurance products? Want to research the costs and features of specific products? Planwise Paraplanning can do this for you in an efficient manner.

Software Expertise

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