WHY YOU NEED US?
- An in-house paraplanner costs 72k a year and takes 8.3 hours on average to finish one SOA, given the streamlined information provided. Consider what else you could accomplish with that time for your clients and your company.
- You might not have a full-time workload as a small or medium-sized business to justify the cost of an internal paraplanner. If you have a big business and employ paraplanners, there's a chance that your workload will occasionally get too big for them to handle. That’s where we come in.
HOW WE ARE DIFFERENT
STREAM LINE YOUR PROCESS
- We can help you to generate Video SOA.
- Help you to set up a CRM system and support integration with the existing one.
- We provide Financial planner assistant services to help you to speed up the whole SOA process and implementation.
- Set up the LastPass to help you save the hassle of protecting your and your client's details.
- Onsite operations
XPLAN LICENSE
- We have our own AMPFP Xplan license that totally integrates with your existing Xplan.
- This gives you approximately $12,000 in cost savings as you don't have to invest in multiple Xplan.
- It ticks all the cyber security boxes.
- FREE initial complimentary Xplan usage Audit reports.
QUALITY CONTROL
- SOA Audit check report to help you with the audit.
- Highly trained paraplanners with all appropriate degrees and RG146.
- In-house quality check, so you don't have to worry about proofreading.
- All our paraplanners comply with CPD requirements.
FAST TURNAROUND
- Highly trained paraplanners with Gdip. of Paraplanning and RG146.
- In-house quality check, so you don't have to worry about proofreading.
- Wide Industry experience.
ONSHORE
- Australian-owned and operated.
- We are always just a call away.
SERVICES
ASSOCIATE ADVISOR SERVICE
- Scoping advice and identifying potential issues
- Strategy development
- Portfolio modelling
- Alternative strategy and investment research
- Insurance needs analysis
- Insurance policy recommendations
- Alternative insurance policy research
- Preparing instructions for paraplanning
- Insurance and Superannuation Product Research
- Centrelink Liaison
- Data Collection
- Insurance service agreements
PARAPLANNING SERVICE
- SOAs
- ROAs
- Bid Paper/ADW
- Modelling and Projections
Our Knowledgeable Team Can Handle A Diverse Range Of Strategies, Including:
- Superannuation
- Personal insurance
- Salary Packaging
- Gearing strategies
- Investment planning, gearing and tax considerations
- Small business rollover CGT concessions
- Family and discretionary trusts
- Limited recourse borrowing arrangements
GET A FREE CONSULTATION NOW
GET A FREE CONSULTATION NOW
Fill the form below and we’ve provide you with a FREE complimentary consultation.
GET IN TOUCH
- Hello@bluepara.com.au
- (03) 6223 2444
- 9 St Johns Ave, New Town TAS 7008