Para Planning

Parplanning Connexion

Paraplanning Connexion understands that time is money and is best spent on building new and existing client relationships. 

A survey conducted by Financial Planning Association has shown on average, an adviser can generate up to 120 Statement of Advice pa. 

The survey showed that an adviser spends approximately 12 hours producing a personal comprehensive Statement of Advice  and 6 hours on preparation of a basic personal Statement of Advice.

By employing/recruiting an experienced internal paraplanner and or office assistant is costly and can be time-consuming, along with wages there are indirect costs associated with the additional fixed cost to your business eg. wages, software, annual and sick leave along with superannuation and insurance to name a few. 

 By outsourcing you save money and pay ONLY for time you require.

Outsourced paraplanning enables an Adviser to boost productivity whilst enabling you to spend more face time with your clients, is cost efficient and has the flexibility of an ‘on-demand’ service. 

 We believe in making the paraplanning process a simple and streamlined process (alleviating less room for error) as we are conscious of the various demands on an adviser’s time that may detract from important aspects of running your financial planning practice.

We make it one of our primary goals to free up our advisers from their paperwork obligations to enable the business to concentrate on business building activities.

Paraplanning Connexion considers the relationship more than just providing an outsourcing services, we aim to become an important partner within your business or even an extension of your office and are determined to help growth and success within your financial planning practice.