Benfield Paraplanning Services

Welcome to Benfield Paraplanning Services, your trusted partner in financial planning. With over 20 years of experience, we are committed to providing exceptional paraplanning services to our valued clients. Our team of seasoned paraplanners brings a unique set of skills and experience to the table, ensuring that we deliver the highest quality service.

Our Services

At Benfield, we offer a range of services tailored to meet your specific needs. Our paraplanners have many years of experience plus a range of qualifications that provide them with an understanding of the complexities of advanced financial strategies. We offer advice, document production as well as research and implementation services to suit your business.

Our clients are saying …

I have had the pleasure of using Benfield Paraplanning for the last 2 years since becoming self-employed and I have always found them to be very accommodating and easy to work with. The quality of the advice document produced is excellent and they are always happy to take on feedback and make adjustments if required.

Turnaround times are very good and I can always rely on them to stick to their commitments. I would highly recommend them to help any paraplanning business who wants personalised service.

Judy Dolan,

Why Choose Us?

Choosing Benfield Paraplanning Services means choosing a partner that values your success as much as you do. We are 100% Australian owned and operated, offering on-shore paraplanning services.

Our focus is on providing high quality advice documents for you to present to your clients. We consistently extend our knowledge and skills to keep up to date with legislation and compliance requirements. 

Trust us to manage your financial planning process with expertise and dedication.

Our clients know …

I have been using Benfield Paraplanning Services for over five years and I have been extremely happy with them as they care about the adviser, my clients and the overall advice process.

Compliance is obviously very important and they have a tremendous understanding of the compliance environment, making my life a lot easier.

They are very proactive in approaching me to clarify things or to even suggest something that I may have not considered, or even missed.

I value their service and couldn’t recommend them highly enough.

Mark Farmer,

Meet Our Team

Our team is composed of experienced paraplanners, each bringing a unique set of skills and experience to the table. We pride ourselves on our attention to detail, quick response times, and commitment to provide tailored solutions to meet our clients’ needs.

Our clients write …

We have been working with BPS for the best part of a year now and have been very happy with the quality of their work, communication, outstanding service and efficiency.

Would highly recommend them to other practices looking for a comprehensive paraplanning solution.

Sharan Sheth,

Contact Us

We are here to help you provide compliant advice to your clients. Contact us today to learn more about how we can support your financial planning business.

We exist to provide support to Financial Advisers, if this is you – we’re here to create more time in your day.

By providing back-office support, we create efficiencies.

Essentially allowing you, as a Financial Planner,
to focus on building relationships and delivering
exceptional service to your own clients.

BPS can support you and your business.