An advanced Paraplanning Services
At Superrecords, we offer a complete solution for all your paraplanning needs by providing a wide range of services from Paraplanning Administrative services to preparation of Statements of Advice of any size and complexity.
Avoid paraplanning bottlenecks
We are committed to making the paraplanning process simple and straightforward for your firm. You can easily order a variety of SoAs via our online job portal. Our paraplanning team can help you with the following:
- Preparation of Statement of Advice
- Fact Find
- Record of Advice
- Statement of Further Advice
How does our Paraplanning Service work?
Once we receive a job request, a quote for each SoA is provided within 24 hours along with a confirmation of the recommendations and an estimated SoA completion date. After confirming the recommendations and receiving all required information, the SOA will then be completed within 5-8 business days and submitted for your appraisal.
What SOAs do we offer?
You can submit a range of SOA jobs such as:
- Budgeting/ Lifestyle
- Debt Management
- Estate Planning
- Retirement Planning
Benefits of outsourcing with Super records
- A truly seamless outsourcing solution for your Paraplanning needs
- A unique online job portal to upload jobs with ease
- Simple cost-effective pricing model
- Avoid paying for additional overheads related to having an in-house paraplanner. i.e. holidays, software access, desks, computer hardware, staff turnover and associated downtime and training requirements
- Avoid paraplanning workflow bottlenecks
- See more clients and generate more revenue
- We offer a fixed pricing structure per Statement of Advice (SoA)
- SoA prices are dependent on the number of strategies being recommended ranging from simple plans to complex
- The cost for SMSF or Gearing plans is applied separately and includes 1 free strategy
- All SoAs come with cash flow projections (1 year) and investment asset projections (5 years) where applicable
- Any additional work such as non-standard modeling or projections is charged on an hourly basis
To discuss outsourcing your paraplanning jobs, please fill up our contact us form or call us on 1800 278 737.