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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Send us a Message

We are always here to help, whatever the question. 


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