You are the financial planner and we are your expert support, providing you with flexibility to meet your business demands.
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.
Providing professional advice only generates positive results if the advice has been based on a comprehensive understanding of the client’s individual needs.
We pride ourselves on tailoring our services and advice to the specific needs and style of the Financial Planner which, in turn, benefits the client.
Our team works closely and diligently with Financial Planners to ensure processes are followed, documents are correctly recorded, technical support is available if required and there is a consistent line of communication open for any discussions on strategy, compliance or assistance with research.
The goal of our team and business model is to alleviate any burdens, remove any guess work and provide a constant service of support to Financial Planners to allow them to focus on the most important aspect of their work, their clients.
Statement of Advice (SoA)
Ranging from risk only plans to comprehensive advice documents involving different entities such as SMSF and family trusts. Bespoke Paraplanners will write any SOA’s that you require.
Record of Advice (RoA)
Bespoke Paraplanners will construct any limited scope SOA/ROA’s to meet your needs. Unsure of whether an ROA or SOA is required? Bespoke Paraplanners can assist.
Projections and Modelling
Bespoke Paraplanners can model scenarios and provide detailed projection reports if you require before committing to a full SOA.
Working Papers and Strategy Summary
We understand that Advisers want to spend more time meeting their Client’s and less time working on the more menial tasks such as the working papers and strategy notes. Why not outsource these to the Team at Bespoke Paraplanners? Consistency across file notes, working papers and SOAs are vital to a successful audit.
Product Comparison and Analysis
Need to know whether you have reasonable basis for switching Super or Insurance products? Want to research the costs and features of specific products? Bespoke Paraplanners can do this for you in an efficient manner.