Paraplanning Services
Reed Paraplanning are an Australian owned and operated company providing expert Paraplanning services. Our team of Paraplanners specialise in the production of high quality, compliant Statement of Advice (SoA) and Record of Advice (RoA) documents.
Our team are passionate about the Financial Planning industry and this is showcased with our broad range of experience across a number of roles, including Paraplanning, Advising and Client Services Management.
Our experience in small boutique firms, through to working with the largest Australian Financial Services Licensees, means that we understand that the needs of every business differ. With this in mind, we offer tailored solutions depending on how you wish to best utilise our services.
Our Paraplanning services include:
Preparation of advice documents
We ensure all documentation is presented in accordance with your preferences, whilst maintaining licensee compliance requirements. All plans are inclusive of standard financial modelling and based on all required information being submitted, turnaround times are 5 business days.
Express service
We are able to offer a fast and reliable 5 business day turn-around. If you require your advice document sooner, we are also able to provide an express service that includes the option for two or three business day guarantees, depending on complexity.
Back office support
Whilst we specialise in Paraplanning, our experience in Client Service Management provides a solid platform for Reed Paraplanning to offer data entry services and research capabilities. We will require an adviser login to complete these requests.
Projects and contracts
Small practices or boutique firms may not require a full time in-house Paraplanner. A dedicated outsourced arrangement may be a more suitable and cost-effective solution for your business. Reed Paraplanning are able to offer discounted prices and flexible terms for part-time or full-time contracts based on an agreed fixed output per week. For additional information on this service please contact us.