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!

Submit your completed request form with supporting documents to the team at Bespoke Paraplanners and let us take it from there!

Supporting documents will vary based on the type of strategy but may include the following:

  • Fact find – necessary in all cases
  • Strategy papers/working papers – necessary in all cases
  • Super/Pension/Investment statements and/or research – if strategy dictates
  • Recommended insurance quotes – If strategy dictates
  • Alternate strategies – if required
  • Insurance research and/or certificates of currency – If strategy dictates

Simply email the team at contactus@bespokeparaplanners.com.au with a completed request form plus supporting documents.

Do you need help with any of these tasks? Bespoke Paraplanners are happy to assist with all Working Papers and Strategy File Notes.

Once submitted, a member of the team will contact you within two business days for any questions relating to the plan. Your plan will be ready in 5-10 business days from submission. You will then be invoiced for the plan upon completion.