Financial Planners Improve Capacity

Financial Planners

With resource costs going up and clients putting downward pressure on fees, overheads can quickly start to escalate.

But, finding qualified resources that met the quality standards and are commercially viable is getting harder to do.

The experienced SuperRecords team has prepared more than 25,000 SoAs and operate as an extension of your existing team so you can confidently delegate time consuming work, control costs and focus on your clients.

Paraplanning Support Services

Book a Demo

We provide comprehensive support:

  • Preparation of SoA documentation, reviewed by RG146-certified reviewers
  • Paraplanning support including research, implementation, meetings and reviews
  • Experience with simple and complex strategies
Learn More
Zero Profit Leakage

Zero Profit Leakage

You don’t pay for resources per month, you pay per completed job so you can scale up and down as needed.

ISO Security

Iron Clad Security

Our ISO27001 certification and frameworks keeps your client data safe and secure.

Financial Planners

Quality Assurance

Our fully trained and qualified staff are quality checked by RG146-certified reviewers and are experienced with both simple and complex strategies.

Know How

Technology Know-how

Our team have the know how to operate with whatever software you use including Xplan, AdviserLogic, COIN, Midwinter and Plutosoft.

What Our
Customers Say

SuperRecords has delivered superior service in every instance and I have no hesitation recommending them to other financial planning firms.

Julie N Step Up Financial Group

Super Records is a critical part of my business these days and they are consistent in delivery and time effective in our client delivery experience.

Fernando C Midelca Financial Solutions

SuperRecords willingness to go to any length and their commitment to getting the job done has taken our firm to the next level of operational, compliance and client service. Thank you!

Lisa B Hillross

94%

of our clients rate our onboarding
process as easy and fast

91%

of our clients rate the SuperRecords
team easy to work with

88%

of our clients rate our
quality as excellent or good