Streamline Your Financial Planning Business
Spend more time with clients, not your computer screen
At Abound Paraplanning, we help financial advisers like you focus on what truly matters, nurturing client relationships and expanding your business.
Our expert paraplanners take care of the time-consuming tasks like preparing advice documents, giving you the freedom to concentrate on delivering exceptional client service.
At Abound Paraplanning, we offer a comprehensive range of paraplanning services designed to support financial advisers in delivering exceptional client outcomes. From document preparation to strategic research, our services are tailored to streamline your processes and free up valuable time.
Our Associate Adviser Services handle a significant portion of the adviser's role, from strategy development to strategy and product research, allowing you to focus on spending time with your clients. With our experienced paraplanners managing these tasks, you have more time to do the things you enjoy.
We prepare professional and compliant Records of Advice (RoA) that meet regulatory standards, ensuring accuracy and timely delivery. This service helps you maintain client relationships and fulfill legal obligations effortlessly.
Our team crafts detailed and compliant Statements of Advice (SoA), incorporating all necessary research and documentation. By outsourcing SoA preparation to us, you can be confident that your advice is compliant, you save time and can concentrate on high-value tasks.
We conduct thorough strategy research to support your client recommendations, analysing financial strategies including investment and risk management. This ensures you provide evidence-based, well-informed advice tailored to your clients' financial goals.
Our research on investments, superannuation and insurance policies helps you identify the best options for your clients, including comparing features and costs. We ensure your advice is compliant by illustrating you have undertaken necessary research, which is based on accurate information.
We collaborate with you to create personalised financial strategies that align with your clients' objectives, from wealth accumulation to retirement planning. Our strategy development services ensure impactful, customised advice that supports your clients' long-term goals.
Our Financial Modelling services help advisers make data-driven decisions with customized projections tailored to each client’s unique situation. We create detailed models to analyze scenarios, assess risks, and forecast investment performance, supporting long-term planning and effective financial strategies.
Why Outsource
Paraplanning Services to Abound Paraplanning?
Our paraplanners come with extensive experience, holding degree-level education, DFP qualifications, and ongoing CPD training.
We adapt to your needs, offering flexible and cost-effective paraplanning solutions that seamlessly integrate with your workflow.
From Perth to the Gold Coast, we partner with financial planning businesses across Australia, delivering consistent, high-quality paraplanning support.
- Experienced Team
- Flexible & Efficient Process
- Australia-Wide Support
How Paraplanning Services Can Help You
We understand that your time is best spent with clients, not managing paperwork. That’s why we’re here to:
- Free Up Your Time
- Improve Efficiency
- Reduce Costs
Delegate your administrative tasks to us so you can focus on growing your business.
- Delegate paperwork
- Focus on growth
- Enhance client interactions
We streamline your processes, helping you deliver faster and more accurate advice to your clients.
- Streamline processes
- Deliver advice faster
- Ensure accuracy
With our cost-effective services, you can optimise operations without the need to hire more in-house staff.
- Avoid extra hires
- Optimize operations
- Cost-effective solutions
Our team is made up of experienced paraplanners and financial professionals who are passionate about helping you achieve your personal and business goals
Milan Petrović
Richard Brown
Clinton Smith
Marija Grković
Martin Babović
Ana Vasić
Ljubica Pajević
Danko Šuka
Nenad Miladinović
Irena Krka
Andrea Jevtović
Milica Petrović
Aleksandra Stojmenović
Đorđe Stamatović
Aleksa Turković
Milica Salić
Stefan Grozdanović
Marija Marković
Jelena Aleksić
Milica Mirkov
Simple & Straightforward Process
To Get Your Business Results
Arrange a Meeting
Chosse Your Plan
Begin Our Collaboration
Don’t Take Our Word For It
Our satisfied clients are our biggest achievement. We stand proudly behind each project we worked on, and the results we achieved are all the satisfaction we need.
Who We Work With
Our paraplanning services are ideal for financial advisers who are ready to scale their business, improve productivity, and deliver better outcomes to their clients.
Whether you’re running a small independent practice or managing a large advisory team, we’re here to support you. We cater to advisers who need flexible, scalable support to manage the growing demands of financial planning and ensure their clients receive timely, professional advice.
Our services are particularly valuable for advisers looking to streamline operations without sacrificing quality, allowing them to focus on building long-term client relationships and growing their business.
Why Abound Paraplanning Is Your Best Choice
With Abound Paraplanning, you get a partner that prioritises your success. Our experienced team doesn’t just work for you – we work with you to help your business thrive. By outsourcing your paraplanning to us, you’ll free up valuable time, reduce costs, and improve efficiency, all while maintaining full control over your client relationships.
Got Any Questions?
Paraplanning involves the detailed preparation of financial advice documents and supporting research. By outsourcing paraplanning, you can streamline your processes, ensure compliance, and enhance efficiency, allowing you to focus more on client relationships and business growth. Our services provide you with expert support in preparing Statements of Advice (SoAs), Records of Advice (RoAs), and other critical documents.
At Abound Paraplanning, we pride ourselves on delivering the highest quality advice documents. Our team of experienced paraplanners is proactive and dedicated, offering valuable feedback on potential strategies, compliance issues, and other considerations. Unlike other outsourced paraplanning services, we focus on adding significant value to your practice, ensuring you’ll be satisfied with our commitment to excellence.
We specialise in preparing detailed advice documents, including Statements of Advice (SoAs) and Records of Advice (RoAs). Additionally, our Associate Adviser service covers a broad range of tasks that an adviser might handle, excluding client meetings and basic meeting notes. We also offer stand-alone services like data entry, financial and portfolio modeling, and product comparisons tailored to your specific needs. Note that we do not handle contacting third parties or completing applications.
We ensure high-quality advice documents through a rigorous internal review process. Our paraplanners have extensive experience and qualifications, and we adhere to strict compliance standards. Each document undergoes thorough checks to meet regulatory requirements and provide accurate, reliable advice for your clients.
We prepare a range of advice documents, including Statements of Advice (SoAs) and Records of Advice (RoAs). Our services also include strategy research, superannuation fund and insurance policy analysis, and detailed financial modeling to support your client recommendations.
Our team is well-versed in compliance and regulatory standards. We follow industry best practices and ensure that all advice documents meet the necessary legal and compliance requirements. Although we are not an AFSL holder, we operate with a high level of diligence to ensure all documentation is compliant and accurate.
Our paraplanning services stand out due to our proactive approach and focus on adding value. We provide personalised feedback on strategies, highlight potential compliance issues, and ensure that all advice documents are meticulously prepared. Our experienced paraplanners work closely with you to enhance your practice’s efficiency and effectiveness.
Our Associate Adviser Service offers comprehensive support by taking over various advisory tasks, such as strategy development, portfolio modeling, and product research. This service allows you to delegate substantial portions of your work while maintaining focus on client meetings and business development.
We prioritise data security with advanced protection measures and appropriate agreements with clients and staff. We have the highest level of cyber and physical protection, ensuring that all client data is securely managed and protected against unauthorised access.
Yes, we offer an express service for urgent requests with a faster turnaround time. An additional fee applies for expedited processing, and availability depends on current workload and priority requirements. Please contact us to discuss your specific needs and timelines.
To get started, contact us to arrange a 30-minute introductory meeting via Microsoft Teams, Zoom, or Skype. During this meeting, we’ll discuss your needs, explain how our services can meet them, and outline the next steps.
Submit your job request using our Request Form and email it to do**@ab****************.au . After reviewing your request, we’ll get in touch with you to discuss the details
We typically prepare a comprehensive SoA in about two days, provided we have all necessary information. The complete process usually takes around eight business days, considering time for issue clarification, obtaining additional information, and conducting research if needed.
The average cost for a standard SoA (covers various strategy and product recommendations) is $600+GST. Depending on the complexity and time required, costs can range from $300+GST to $1,200+GST. We provide an upfront quote for each request and issue a single itemised invoice at the end of the month for all work completed.
Completed SoAs are delivered in a Word document format. If needed, presentations can be provided in Word or PowerPoint. We can email the documents or upload them to XPlan or other cloud services like Microsoft SharePoint.
We use licensee templates designed to meet specific requirements and ensure familiarity for advisers. This approach helps maintain consistency and compliance with established practices.
Our team is proficient in XPlan and the Microsoft Office suite, with advice documents provided in Word. Our expertise in XPlan ensures efficient and accurate advice preparation.
Yes, all our advice documents undergo a thorough internal review process. Although we are not an AFSL holder and are not regulated by ASIC, we operate with the same level of diligence and attention to compliance. Responsibility for the final advice remains with the adviser and licensee.
No, we do not contact your clients’ existing product providers. You are responsible for providing this information when requesting an SoA.
Once your request is submitted, you will receive regular updates on its progress. We ensure open communication and provide status updates throughout the process to keep you informed and address any questions you may have.