0439 662 120
Let us help you make your dreams a reality.
Our Services
An initial telephone conversation with the adviser to determine your
paraplanning needs.
As professionals, we help the adviser analyse the client’s current situation and formulate an appropriate strategy to assist the client to achieve their stated goals and objectives.
We will employ financial modelling tools to help model alternative strategies to assist you in getting the most appropriate and optimal approach to use for your clients.
Our paraplanner will help the adviser to determine
“a reasonable basis”
for the level of insurance cover, you should recommend for your clients.
If the appropriate paraplanning strategy for the client involves the replacement of a financial product,
We will assist the adviser to research both the “From” and “To” product to help the adviser meet their “Replacement of Product” obligations.
We use software and licensee templates to prepare Statement of Advice (SoA) documents.