Paraplanning services to help your clients reach their financial goals.
TrueBlue, a Hobart-based provider of financial back-office services, is the epitome of expertise crafted by financial planners for financial planners. Our team of highly qualified professionals, with an average of 4 years of experience in the financial planning industry, is exceptionally equipped to cater to the ever-evolving needs of your practice. We offer a selection of customized packages to seamlessly align with the unique operating style of your practice.
Are you looking to free up more time for client interaction and reduce the burden of administrative tasks like preparation of working papers and strategy notes? If so, consider delegating these responsibilities to the True Blue Paraplanning team. The consistency and quality of working documents, notes, and Statements of Advice (SOA) is crucial for a successful audit process. Our team of skilled professionals can assist you in ensuring these critical components are delivered to the highest standard.
Are you interested in exploring the benefits of switching between supermarket and insurance products? Do you want to compare pricing and features of different products? True Blue Paraplanners are equipped to assist you with these inquiries and provide you with the information you need to make informed decisions.
In addition to our expertise in paraplanning, our team’s experience in customer service management provides a solid foundation for providing support services such as data entry and research. This allows us to offer a comprehensive approach to your needs, and to deliver high-quality results.
The primary role of a Financial Planning Assistant is to support financial advisers by handling back-office administration tasks.
This includes responsibilities such as maintaining client records, preparing client reports, managing client communications, and ensuring that administrative processes are executed efficiently and effectively.
The goal is to help financial advisers provide high-quality financial advice to clients by freeing up their time and allowing them to focus on core competencies such as relationship building and strategic planning.
Reduce expenses by utilizing the services of a full-time paraplanner.
Expert and knowledgeable staff for strategy and planning.
End the reliance of businesses solely on individual employees.
By utilizing shared resources and manpower, you gain more opportunities to concentrate on expanding and preserving your client relationships.
Gain access to personnel with current and updated training and understanding of regulatory standards.
Eliminate the hassle of recruitment and employee management by entrusting it to us.
Flexible resources that can handle various tasks based on volume, urgency, and requirements.
Our assurance that the Statements of Advice (SoA) comply with the necessary professional standards.
True Blue Paraplanner puts together a team of paraplanners that aligns with your preferences and approach. This proven method delivers outstanding results.
Filling out the request form only takes 5 minutes, and by utilizing our services for source material and note analysis, you save time and money as compared to other paraplanning providers who require written SOA components.
Our team consists of highly-skilled paraplanning professionals who elevate the quality of your services.
Fill the form below and we’ve provide you with a FREE complimentary consultation.
At True Blue Paraplanners, we are dedicated to delivering only the best-in-class professional paraplanning services. Our team of expert paraplanners is highly trained and experienced in producing top-notch Statement of Advice (SoA) and Record of Advice (RoA) documents that meet all necessary compliance standards.
Our paraplanners possess a genuine passion for the financial planning sector, which is reflected in their vast experience in paraplanning, consulting, and client service management. Our extensive knowledge and skills allow us to offer customized services tailored to your specific business needs, ensuring that we meet all of your requirements.
We take pride in the quality of our advice documents, and our paraplanners are always proactive, offering valuable insights and comments on any potential strategies, compliance issues, or other concerns they may uncover. If you’ve had negative experiences with other outsourced paraplanning services, we assure you that we are different and you won’t be disappointed when you choose True Blue Paraplanners.
Our expertise extends beyond just preparing advising documents (SoAs and RoAs). We offer an Associate Adviser service where we can take on a significant portion of an adviser’s responsibilities, as many of our paraplanners possess extensive knowledge and relevant certifications (bachelor’s degree and higher, DFP, ADFP). This can encompass anything an adviser does apart from client meetings and basic meeting note-taking.
We also offer a range of standalone services that are integral to the advisory process, such as data entry, financial modeling, portfolio modeling, product comparison (investments and risk), and other tasks tailored to the specific needs of each adviser and practice. The only service we do not provide is information requests from other parties.
Get in touch with us to schedule a 30-minute introductory session via Microsoft Teams, Zoom, or Skype. During this meeting, we’ll discuss your needs, the services we offer, and the next steps to move forward.
At True Blue Paraplanners, we aim to provide a fast and efficient service for our clients. Our turnaround time for producing a full Statement of Advice (SoA) is approximately two business days from the moment we receive all necessary information. The complete process, including addressing any questions, obtaining missing information, and conducting research if required, usually takes about eight business days. Our goal is to make sure that you receive high-quality and accurate advising documents in a timely manner.
We ensure prompt delivery of a comprehensive and high-quality SOA within 5 to 10 business days after receiving the required information and data. Our internal quality control measures guarantee the accuracy and reliability of the final product.
We also have the option of an express service that provides faster turnaround time for an additional fee. For more details on this, please fill out our request form or reach out to us to check if it is available.
However, we are also able to adapt to and work with other template formats if requested. The important thing for us is to ensure that the final product meets the professional requirements and satisfies our clients’ needs.
Additionally, we are proficient in using XPlan and have a wealth of experience working with all XPlan tools. We also utilize Microsoft Office and provide advice in the form of Word documents.
This will enable us to access your specific templates and ensure that all SOAs are delivered in line with your expectations and requirements. With access to your software, we can guarantee a smooth and seamless process, ensuring the timely and accurate delivery of high-quality SOAs.
All these measures demonstrate our commitment to data privacy and security. By following strict security protocols, we can ensure that client information is kept confidential and secure at all times. Our goal is to provide peace of mind to our clients and to earn their trust by demonstrating our commitment to security and privacy.
It is important to understand the regulatory environment and the obligations of the adviser and the licensee in the provision of financial advice. In Australia, the Australian Securities and Investments Commission (ASIC) is responsible for regulating financial advice and ensuring that consumers receive advice that is in their best interests.
If a company does not have an Australian Financial Services License (AFSL), it cannot legally provide financial advice to consumers. In this case, it is important to ensure that the advice being given is accurate, relevant, and in compliance with any relevant laws and regulations.
The responsibility for the advice provided to the customer lies primarily with the adviser. However, the licensee also has a responsibility to ensure that its advisers are trained, competent, and acting in compliance with any relevant laws and regulations. This includes conducting regular internal reviews of the materials and advice being provided to customers.
It is important for both the adviser and the licensee to understand and comply with their obligations in order to ensure that the advice being provided is in the best interests of the customer and in compliance with any relevant laws and regulations.
In the financial advice process, it’s important to gather comprehensive information about the customer’s financial situation, including their insurance, superannuation, and investment holdings.
While it may not be possible for you to speak directly with insurance, superannuation, or investment providers on behalf of the customer, it is still important to collect accurate and up-to-date information about these products in order to provide the best possible advice.
In this case, asking the customer to provide current data and information about their insurance, superannuation, and investment holdings before starting the Statement of Advice (SOA) process is a good approach. This will help ensure that the advice provided is based on a comprehensive understanding of the customer’s financial situation and will help to ensure that the advice is in their best interests.
We have a pre-formatted request form for a Statement of Advice (SOA) available, which we can provide upon request. Additionally, if you already have your own template, we are open to using it as well.
When outsourcing, there are costs associated with the services being provided. Our company offers a range of services that you can utilize on a flexible basis. You can opt to pay for each document you need us to work on, or if you would like to have a predictable and lower cost, you can choose our monthly charge option, which requires a minimum 6-month contract. To get a personalized quote that fits your needs, please don’t hesitate to reach out to us.
