Paraplanner.com.au will align you one-on-one with a dedicated Paraplanner (or team of Paraplanners) who become your regular and immediate resource in helping you complete your statement of advice documents. We have in place simple systems and processes that enable you to liaise with our team to efficiently process statement of advice requests.
Do I need to commit to sending work each week?
No, we're happy for you to use our service on an ad-hoc, as-needed basis.
Does my paraplanner use my software or use their own?
We recommend that you have an additional login for your paraplanner to use when completing your SoAs.
Is there an upfront cost for getting set up or a monthly cost for hosting files?
No, all free.
How do I communicate with my paraplanner?
We don't believe in having work pooled to random workers. You'll be able to speak to your Australian paraplanner via phone, email, comments and chat messages.