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 we can add value to your business?

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.