Paraplanning services.
Don’t have the time (or desire) to write aged care SOAs?
Our paraplanning service is timely, cost-effective and uses our Advice Generator™, so you can be confident with your advice. Whether you’re too busy seeing clients, or are not yet confident to produce your advice documents, paraplanning gives you the support to provide the advice needed.
Using our service is quick and easy.
No cost to sign up.
Sign up to our paraplanning service at no cost – just pay as you go for each plan. When ready, complete our client Fact Find and email it to us. Once all the required information is provided, we’ll produce advice documents written in plain English and tailored to your client’s situation and needs. We can include up to five scenarios so you can be completely confident that you’re recommending an appropriate course of action.
However, this is your advice. Ensure you are authorised to provide advice, add your compliance details to the document and make sure it is a compliant advice document that meets your AFSL requirements.
You’ll be doing it on your own in no time.
With a bit of experience (and accreditation completed), after using our paraplanning service a few times, you might be ready to use the Advice Generator™ yourself to produce your own advice documents.
Let us show you how simple it is to use.
Why use us?
Our team are specialists in aged care advice, so you know you are getting help from experts. Partner with us to:
Boost your confidence while you are on a learning curve.
Save you time, so you can spend your time with clients.
Create business efficiencies for better profitability.
Fill a resource gap for quick turn-around when clients need advice urgently.
Add expertise when modelling complicated client scenarios.