“Benfield Paraplanning Service offers comprehensive paraplanning support to financial advisers, enabling them to focus on providing exceptional service to their own clients.”
Our services alleviate burdens such as advice documents and technical research. We assist in areas including the creation of Statements of Advice (SOA), Records of Advice (ROA), strategy papers, projections and modelling, and strategy discussions.
Our team of onshore paraplanners offers a wide range of paraplanning services, from super and insurance plans to complex strategies involving multiple entity Self-Managed Super Funds (SMSFs), Trusts, and Gearing strategies.
We have the ability to work with multiple software platforms as required.
Through our systemised approach and documented processes, we support financial advisers in strategy, advice documents, technical knowledge, and compliance. This allows advisers to focus more on providing exceptional service to their clients.
The Benfield Paraplanning Services team works closely with your business planners to ensure that the highest level of advice is provided to every client.
We adapt to each financial adviser’s unique style, harnessing a team approach towards completing any advice document.