Research & preparation
Organise client information, supporting research and strategy inputs using the brief supplied by your adviser.
Services / Paraplanning
PEOPLE / PROCESS / PROGRESS03
For financial advice firms
Paraplanning supportfor advice firms.
Outsourced research, advice-document drafting and practice administration within your adviser’s instructions and approved templates. Your firm retains advice and approval.
Discuss paraplanning supportPEOPLE / PROCESS / PROGRESS03THE WORK BEHIND THE OUTCOMEA clear scope.
A clear scope.
Useful support.
Agree the details once.
Give every hand-off a better starting point.
Advice documentation
For Australian advice work, SOA and ROA drafting support in your approved templates. We agree other document types and local requirements before work begins.
Review & refinement
Check the draft against the brief, identify questions and manage revisions through your nominated reviewer.
Practice administration
Prepare review packs, maintain documentation and support agreed implementation tasks after your approval.
FROM HAND-OFF TO DELIVERY
A process you can follow.
- 01
Adviser brief
- 02
Research
- 03
Document preparation
- 04
Quality review
- 05
Adviser approval
You stay in control.
Your adviser and firm retain responsibility for strategy, advice, suitability and authorisation. Support is delivered within the agreed brief and review process.
GETTING STARTEDA better brief.
A better brief.
A better beginning.
Before the first piece of work, we agree what your team provides and what you expect back.
- Adviser instructions and scope of advice
- Complete fact-find and relevant records
- Approved templates and documentation standards
- Research requirements and reviewer details
YOUR TOOLS. OUR SUPPORT.Built around
Built around
the way you work.
Your advice platform and approved templates shape the workflow. Platform requirements are confirmed before onboarding; no software migration is assumed.
The service schedule records the review process, turnaround expectations and what happens when an input or approval is missing.
Explore security & qualityA LITTLE MORE CLARITYGood questions.
Good questions.
Clear answers.
Yes. A workflow review is a good place to define a manageable starting scope. Agree the inputs, review process and measures of success before expanding the arrangement.
Your systems and templates are part of the initial scoping conversation. We agree the tools, access permissions and documentation requirements before work begins.
You retain your client relationships, business decisions and approvals. For regulated services, advice and authorisation remain with the appropriately licensed professional or firm.
We scope the work, expected volume, complexity and completeness of the hand-off together. Your agreed service schedule should define delivery targets, dependencies and escalation contacts.
LET’S MOVE FORWARD
A little more support.A lot more possibility.
Start with your workflow.
We’ll find where we can help.