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!