HOLISTIC PARAPLANNING SERVICES

Platinum Band

We offer a full range of Paraplanning services designed to provide you with the ultimate support that your Practice needs.

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WHO ARE WE?

Platinum Band

Future Paraplanning offer high quality and compliant advice documents ranging from simple ROAs to comprehensive SOAs and adviser support services. We offer a second set of eyes on all strategies and are happy to discuss and evolve where necessary.

We also offer working papers, strategy summaries and product analysis, to enable you to spend more time servicing your Clients and less time performing administration tasks.
Reduce your administrative burden and outsource to our expert team of highly skilled paraplanners at Future Paraplanning.

WHAT WE DO?

Statement of Advice (SOA)

Ranging from risk only plans to comprehensive advice documents involving different entities such as SMSF and family trusts. Future Paraplanning will write any SOA’s that you require.

Record of Advice (ROA)

Future Paraplanning will construct any limited scope SOA/ROA’s to meet your needs. Unsure of whether an ROA or SOA is required? Future Paraplanning can assist.

Projections & Modelling

Future Paraplanning can model scenarios and provide detailed projection reports if you require before committing to a full SOA.

Tech Support & Discussion

Future Paraplanning are happy to provide technical support and knowledge to advisors prior to the commencement of advice construction.

Working papers & strategy summaries

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 Future Paraplanning? Consistency across file notes, working papers and SOAs are vital to a successful audit.

Product comparisons & 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? Future Paraplanning can do this for you in an efficient manner.

Our Services

OUR PROMISE TO YOU

Platinum Band

SOA’s are completed in Australia by staff located on the Gold Coast.

Platinum Band

We take great care to ensure your data will not be compromised.

Platinum Band

We produce compliant advice documents of the highest quality.

WHAT PEOPLE SAY ABOUT FUTURE PARAPLANNING

“We have worked with Sam for many years and cannot speak highly enough of the quality of advice documents he provides. Sam is not your typical paraplanner and has a high level understanding of complex financial advice strategies which is extremely important to our practice when dealing with family business owners and charitable families with significant complexity. Given the nature of the families we work with there are often multiple moving parts requiring detailed advice preparation and projection work which I have found very few paraplanning services have been able to deliver in the same time frame and with the same level of quality as Sam.
I would not hesitate in recommending Sam’s services to other financial advisors particularly where they are dealing with clients with significant complexity”.

James StephanStephan Independent Advisory

“I have been working with Future Paraplanners for 12 months and have completed 20 or more SoAs with them, on time every time.
The service is punctual, professional and accurate while the staff are all very helpful and pleasant to deal with. The fees are competitive too and represent good value given the excellent quality of the output.
I would happily recommend Future Paraplanners to any adviser.”

Ben BryantHayes Sterling Wealth Advisers

“We have been partnering with Future Paraplanning for 4 years now. During this time we have been impressed with their pro-active service, communication, attention to detail and quality of their paraplanning services. We have undertaken a large amount of growth through acquisition and organically over this time and their quality and reliability has enabled us to conduct this. We consider them a crucial part of our team and look forward to many more years in partnership.”

Don McRaeToday Advice