Why use paraplanning?
Our team are specialists in aged care advice and our paraplanning service can help to:
- Give you confidence while you are on a learning curve with aged care advice
- Save you time when preparing advice documents
- Create greater efficiencies in your business
- Fill a gap in your resources for a quick turn-around for clients with urgent needs
- Add support and modelling for complicated client scenarios.
Once you have the confidence to prepare your own plans, you may wish to consider the opportunity to subscribe to our Aged Care Advice GeneratorTM and prepare the plans yourself.
How to use paraplanning?
Using our service is quick and easy:
- Sign up to our terms and conditions (no cost to sign-up)
- Fill in our client Fact Find with the client’s full details and send it to us.
- We aim to provide a quick turn-around once all information required has been provided. You will receive back advice documents written in plain English which are tailored to your client’s needs. Each plan can model up to five scenarios.
This is still your advice, so you need to be licensed to give advice and add your compliance details to the document to make sure it is a compliant advice document.
If you need to upskill your knowledge to ensure you meet ASIC obligations for advice, take a look at our training programs.