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Why Choose FLParaplanning?

1. WHAT WE DO

FLParaplanning prepares strategy papers, constructs personalised Statements of Advice (SOA) with long-range financial modelling, and provides an XPLAN data entry service.

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We can assist with the following:

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  • Strategy development

  • Statements of Advice (SOA)

  • SOA presentations

  • Record of Advice (ROA)

  • Financial modelling

  • Portfolio modelling

  • Insurance needs analysis.

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We offer a wide range of paraplanning services. We have extensive experience in creating advisory documents covering various retirement strategies, sources of income, insurance, SMSF, LRBA, multi-entity (trusts, companies, etc.), financial modelling and more.

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Upon receiving the SOA request, we will send you an email detailing the recommended strategy and the cost of SOA. As soon as we get approval, we will start working on SOA.

We accept all inquiries by email, keeping communication simple and efficient.

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It can take up to 24 hours to reply; our standard processing time is eight business days.

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FLParaplanning can usually implement SOA changes or updates within 1-2 business days.

2. HOW WE ADAPT TO YOUR STYLE

FLParaplanning gathers paraplanning staff according to your business style. This tailored approach produces high-quality results.

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Filling out the request form takes only 10 minutes. It also makes sense for you to use our services to process source documents and notes (you don't have to write down parts of SOA, like other paraplanning providers). Save time and money. We have experienced para-planning staff who add real value to your service delivery.

3. HOW WE ASSURE QUALITY & CONFIDENTIALITY

  • Keycard access to physical security and secure offices

  • All standard measures to protect your IT network

  • All employees are full-time employees

  • All paraplanners have a bachelor's degree or above

  • All paraplanners are working towards completing the Financial Planning Diploma.

4. WHY DO YOU NEED TO OUTSOURCE YOUR BACK OFFICE?

  • Save money on hiring full-time paraplanning staff

  • Provide consultants with access to qualified and highly qualified staff for strategy and planning.

  • Prevent companies from relying on a single employee

  • Reduce the impact of staff turnover on workflow and quality

  • Provides access to up-to-date, fully trained staff for current requirements at no cost for in-house training

  • Eliminate the hassle of staffing and employee management

  • Shared resources that can multitask based on needs, quantity, and urgency

  • Assures that the Statements of Advice meet all required professional standards.

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