FREQUENTLY ASKED QUESTIONS
FAQ’s
Q: Are the plans completed in Australia?
A: Yes, all our work is completed in Australia, with our office located in Burleigh Heads, Queensland.
Q: Are there any upfront fees?
A: No, there are no upfront fees with our work. Once we have completed your SOA an invoice will be produced in a weekly invoice run.
Q: Is there a minimum number of plans that I can send through?
A: No. We’re happy to work on an ad-hoc basis, although the greater volume of work you submit will lead to greater consistency and correlation between us and you.
Q: Will you provide strategy guidance for more complex cases?
A: Yes, we’re happy to use our expertise and discuss your options with you; we have quite considerable experience in this field and can complete multi-entity advice and strategy development. Please let us know if you require assistance.
Q: Will you provide a compliance oversight?
A: At Future Paraplanning we ensure the highest standard of compliance and are happy to work with you in this regard. We work closely with our clients to ensure that plans are only started once best interest duty has been met. We’d rather get a plan done once and it be compliant rather than being held up with compliance which would come at longer turnaround times and higher costs to you for re-work of the plan.
Q: What happens if you need Future Paraplanning to amend my plan?
A: Depending on the re-work involved and the reasons to change, we are happy to make amendments and updates to your plans; however, if the re-work is due to a change in strategy, there may be costs involved. We encourage open dialogue to streamline the process for both parties.
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OUR PROMISE TO YOU
SOA’s are completed in Australia by staff located on the Gold Coast.
We take great care to ensure your data will not be compromised.
We produce compliant advice documents of the highest quality.