SPECIALTIES
    Paraplanner Pro is different. We’re not here to simply chase market share and deliver a mediocre experience to everyone. Our aim is to provide outstanding personalised service and value for money to Australian Financial Advisers who require paraplanning support. The benefits of a partnership with
    Paraplanner Pro include:

    Excellent paraplanning support can really get your business moving in the right direction. Our team of knowledgeable and professional paraplanning specialists save you valuable time, provide guidance and work with you to find the right solutions to meet your business needs.

    Whatever stage your business is at, Paraplanner Pro has your business needs covered.

    With our dedicated team of contract paraplanners to support you, Paraplanner Pro can help you make bigger things happen for your business. We offer end-to-end paraplanning solutions.  

    So, whether you are starting out, expanding rapidly, or just need some time away from the office, we’ve got everything you need.

    An experienced, dedicated senior paraplanner will act as your single point of contact taking you through every step of the process.

    Want to learn more about how we can add value to your business?

    Get Started

    We can assist you with advice pertaining to

    CASHFLOW

    Cashflow Coaching
    Debt Repayment

    INVESTMENTS

    Cash Reserves
    Direct Shares
    Investment Bonds
    Managed Funds
    Term Deposits

    SUPERANNUATION

    Account Based Pensions
    Salary Sacrifice
    Personal Contributions
    Contribution Splitting
    Rollovers
    First Home Super Saver Scheme
    Downsizer Contributions
    Pension Refresh

    INSURANCE

    Life Insurance
    TPD Insurance
    Trauma
    Income Protection
    Business Expenses
    Key Person

    CENTRELINK

    Age Pension
    Carer Payment
    Carer Allowance
    Disability Support Pension
    JobSeeker Payment
    Youth Allowance
    Commonwealth Seniors Health Care Card
    Parental Leave Pay
    Family Tax Benefit

    ESTATE PLANNING

    Wills
    Powers of Attorney
    Testamentary Trust
    Funeral Bonds

    FAQS

    Frequently Asked Questions

    Please get in touch via our contact form or give us a call on 0435 757 276 for further information.

    Our turnaround time ranges from 5 to 8 business days. You will be notified of your expected delivery date when you submit your SOA request.

    Our costs are calculated on the number and complexity of strategies. Our SOAs start from $240 including GST.

    We specialise in Xplan however we are also able to assist Advisers who use Microsoft Word and Excel templates.

    Yes, we hold professional indemnity insurance.

    No, all work is completed in Australia.

    Please contact us directly to discuss what steps we take to protect your information.