Paraplanning Service

I can take away the pain of modelling and preparing advice documents and email you a high quality document within 5 working days of request.

High quality documents

I can provide high quality, tailored documents within a 5 business day timeframe. This document will give you not only the recommendation to provide your clients with, but also the modelling of alternative options  so that they can make an informed decision in how best to proceed. 

Cost Effective plans

If you are not seeing enough clients to keep your head in the aged care space, it may be more cost effective for you to outsource it to me, so you can spend your time seeing the clients and providing the support function of your service offering.

Easy for you

All you will need to provide me with is a fully  completed aged care fact find and  I will determine recommendations and alternative solutions and provide within an  SOA.

What I will need:

  • fully completed fact find
  • your business details
  • your business logo
  • your licensee details

What you will get

  • High quality SOA ready for you to drop licensee templates into
  • recommended advice
  • alternative options
  • 5 year cashflow of advice and alternatives
  • 5 year asset projection of advice and alternatives

ORDER NOW

To put in your order for an SOA, purchase now at checkout and I will send you the aged care fact find and SOA Request form you will need to complete and return via email.

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