Our solutions
More capacity behind the advice. More time for what matters. Our paraplanners provide high-quality financial-planning support that fits your processes, systems and advice standards—so you can focus on clients and growing your practice.
Find Your Paraplanning SolutionFlexible ways to work together
Flexible support without a full-time commitment—for leave cover, lead-up periods or short-term needs.
Build long-term capacity with a full-time professional aligned to your practice, systems and processes.
What your paraplanner can support
Our paraplanners can assist with:
SOA and ROA preparation
Product and strategy support
Financial modelling and scenario preparation
File notes and supporting documentation
Preparation for ongoing and annual reviews
Working within your CRM, templates and processes
The scope of each engagement is tailored to your practice, systems, licence requirements and internal advice process.
A quick comparison
Start where your practice is today. Scale when you’re ready.
| Consideration | Ad Hoc Paraplanning | Dedicated Paraplanner |
|---|---|---|
| Best for | Variable workloads | Consistent workloads |
| Commitment | Flexible | Full-time |
| Work allocation | As required | Ongoing |
| Practice integration | Project-based | Deep integration |
| Workflow familiarity | Per engagement | Builds over time |
| Ideal outcome | Immediate capacity | Long-term capability |
Let’s work together
Whether you need an extra pair of hands or a dedicated paraplanner, we’ll help you build support that fits your practice.
Let’s Talk Paraplanning