About Me

I’m Kunal – creator of Bespoke Paraplanners.

I hold a Diploma in Financial Planning, Masters in Accounting and CPA degree. Since starting my journey in financial planning over the last decade, I have supported advisers in significantly increasing their FUM and focus on building and maintaining their relations with their clients.

Who are we?

Bespoke Paraplanners was started by Kunal with the aim of offering high quality outsourced paraplanning solutions to financial advisers across the country. He wanted to address the shortage of support for advisers in providing quality, affordable technical outsourcing paraplanning solutions. He has been supporting advisers in several roles since 2010, so he understands the pressures and concerns at each stage of the advice process. Our processes are tailored to make working with us as seamless and stress free as possible, so we are an extension of your team.

Fees

You can enjoy a service that not only values your time, but also your bottom line. You only pay for what you need. Costs are transparent, competitive and agreed in advance. No hidden fees, no nonsense.

House paraplanning support services

Our Services

We are experts in COIN, XPlan, Adviser Logic and Midwinter.

We speed up the document creation process because we’re document-focused. Instead of spending too much time on administrative processes, our systems are centred around Statement of Advice creation for added efficiency. So, for quick, quality, compliant documents from a paraplanner, give us a call.

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House paraplanning support services

Why Outsource

Paraplanning is a valuable function that every financial planning practice needs. Not only does it require a high degree of technical knowledge, more importantly, but it also requires exceptional written skill to translate the technical into simple concepts for the everyday client.

For many practices, the cost of paraplanning is high. This cost can be further acerbated if a high volume of advice documents are required to be generated within a short timeframe, such as moving licensees or transitioning to a new platform to save on fees.

Having an Outsourced Paraplanning solution which helps with these events will allow you to execute your business strategy quickly and effectively
Save time and money by outsourcing your paraplanning today.

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Paraplanner Sydney

Our Process

There are no lengthy forms for you to fill in – simply tell us what’s required, agree a price and we get to work. Everything will be delivered within the agreed timescales. An express service can also be booked if you find yourself short on time – we know how fast-paced this industry can be!

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Testimonials

As a firm our focus is to deliver exceptional, technically accurate, clear advice that best meets our client’s needs and is easy for them to understand. Importantly we need to deliver this to our clients in a timely fashion. As a result we have selected to partner with high quality businesses to help us achieve our business objectives.

We have worked with Kunal of Bespoke Paraplanners for a significant amount of time to help us meet our Paraplanning needs. Kunal has strong technical knowledge and takes the time and effort to better understand our clients, their objectives/needs, to properly understand our advice before starting work. This helps minimise the time we need to spend writing documents so we can focus on our clients.

His support has been really valuable to us and he is very easy to work with. We look forward to continuing our long-term relationship with Bespoke Paraplanners and would highly recommend them as an outsourced paraplanning company.

Peter Willet / General Manager at Stature Financial Group

Kunal and the team at Bespoke Paraplanners always deliver great results with our Statements of Advice. They are prepared to go the extra mile and get to know what our clients with us. Bespoke Paraplanners have our clients best interest in front of mind and they treat our business like it’s theirs. I have found the paraplanning aspect of our business to be in the right hands with Kunal Kanjani and his team

Malcolm Flowers / Founder of Finish Well Advisory

Outsourcing our Paraplanning to Bespoke Paraplanners has had an extremely positive impact to our business. Their work is of a consistently high standard, and it has enabled us to concentrate on our core business and clients, which has had a dramatic effect on our business growth. They took time to understand our business and tailored their approach to suit us. I would highly recommend them.

Greg Kosch / Principal at Habitus Wealth Creation

Send us a Message

We are always here to help, whatever the question. 


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