Got things to do, places to be and people to see…But no time?

Let us help you accomplish all those things by taking care of your Statements of Advice!

 

Paraplanner Pro is a professional, outsourced paraplanning service committed to empowering Financial Planners, like you, reclaim your precious time so you can focus on what truly matters.

 

Our all-inclusive Statement of Advice packages start from as little as $330 and includes Financial Modelling (XTOOLS+) and XPLAN Research.

Our goal is simple, to produce articulate and accurate Statements of Advice that clearly illustrate the benefits of your recommendations.

We understand that the Statement of Advice you present to your client is a reflection of you and your business, therefore great care and attention to detail is taken on every document we generate.

Flexibility is a fundamental aspect of our service delivery and we are able to tailor your Statement of Advice to suit your business’ branding or preferred layout.

Specialists in XPLAN software, we have demonstrable experience in its Portfolios, WealthSolver, Risk Researcher and XTOOLS+ applications. We utilize your XPLAN in-built templates to ensure that your Statement of Advice complies with your Australian Financial Service Licensee’s format.

So why not take the first steps to reclaiming your precious time by getting in touch today!

Our core strengths encompass strategies in:

Investments
Insurance
Superannuation
Income Streams
Centrelink
Estate Planning

“Leilani is an intelligent and motivated individual. She is capable of producing high quality Statements of Advice across a broad range of advice areas, and has a very strong grasp of the necessary requirements and considerations to ensure the documents are robust. She is very adept with technology and utilises various software to ensure that the job is completed on time and to a professional quality.”

Ian Byrne

Director, Ibessa Strategic Financial Specialists

“We have been using Paraplanner Pro now for 5 months for our Statements of Advice. Leilani Brown has a great eye for detail and produces better quality SOA’s than we can produce here. I have no hesitation in recommending this service.”

Sean Litchfield

Associate Director, Retirewell Financial Planning

CONTACT

Contact us today to find out how our professional paraplanners can add value to your business. We’d love to hear from you!

0435 757 276
admin@paraplannerpro.com.au
PO Box 652, Trinity Beach, Queensland 4879

Attach