RESTORING WORK + LIFE BALANCE, STARTS TODAY

    Contract paraplanning, delivered with emotional intelligence

    Outsourced paraplanning doesn’t have to be transactional and neither should it be just about the Statement of Advice. For us, the journey is just as important as the destination and that’s why we believe that fostering strong relationships with our Advisers is a fundamental step in our process to create high quality financial documents. We get to know you, your preferences and the dynamics of your in-house team to craft statements of advice that articulately illustrate the benefits of your recommendations.

    Achieving a Work + Life balance can seem at the most of times an unrealistic goal. However with time management, boundaries and the right kind of support behind you, balance is within arm’s reach. For most of us, the hardest part of this equation is being able to delegate work to someone we trust to get the job done and that’s how we can help.

    We assist you restore your work + life balance by managing your contract paraplanning needs so you can get on with living your life to the fullest. With a team of contract paraplanners who believe that your success is also theirs, you can maximise one thing you can’t replace later: time.

    Our contract paraplanners provide a comprehensive range of tailored services encompassing the following advice areas:

    RECORDS OF ADVICE

    Cashflow
    Investments
    Superannuation
    Retirement Planning
    Insurance
    Estate Planning

    STATEMENTS OF
    ADVICE

    Cashflow
    Investments
    Superannuation
    Retirement Planning
    Insurance
    Estate Planning

    FINANCIAL MODELLING
    & DATA ENTRY

    XTOOLs+
    WealthSolver
    Portfolios
    Risk Reseacher

    So what’s stopping you from taking steps towards an improved work + life balance?
    Ask your contract paraplanner how today.

    More Information

    Our Achievements

    Awarded to Leilani Brown
    Awarded to Leilani Brown
    Awarded to Leilani Brown
    What We Do
    Who We Are

    TESTIMONIALS

    Kind words from our clients

    Leilani and James from Paraplanner Pro are a very professional team! Both are always ready, willing and able to help us exceed our clients experience with the preparation of quality advice. From simple to complex cases, nothing ever seems too hard for them to manage. Leilani is very available to communicate with us throughout the process with a positive “can do” attitude and a smile! – Dan, VIC
    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. She is driven, self-confident, proactively helpful and intelligent in her application to all work matters – Ian, QLD
    Leilani is an absolute pleasure to work with. Her paraplanning services are of a high standard and she is always willing to work with us to develop our SOAs to achieve desired outcomes. We would be very happy to recommend the services of Paraplanner Pro - Clare, NSW
    Leilani is a wonderful paraplanner. She is easy to work with, always available to speak to and sticks well to deadlines. She is very open to innovating and always aspiring to do better and be better. We really enjoy working with her and are thankful for her work and effort - Mariana, VIC
    We are delighted with the professionalism and thoroughness with which Leilani prepares our client SOAs and ROAs. She is prompt, works to tight deadlines and answers any questions with a smile – Rajeev, NSW
    We have been using Paraplanner Pro now for 5 months for our Statements of Advice. Leilani 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, QLD
    Previous
    Next