BSG's Paraplanning is the one-stop solution for all financial advisers across Australia who want to present powerful reports to their clients. At BSG Paraplanning, we not only work as a paraplanner, but we help the advisers to formulate the smart goals, objectives, and strategies so that advisers can invest their precious time to grow their business.
At BSG's Paraplanning, we do not limit our services to just writing the Statement and Record of Advice documents but we also provide Pre-SoA and Post-SoA services as well. Choosing our services, ensure you can save approximately 70% to 80% on your costs.
Our paraplanners have 4 to 7 years of financial planning experience, and we are in a position where we can do a significant part of an adviser’s job. It’s everything that an adviser might do, other than attending client meetings and writing up basic meeting notes. To benefit from our Associate Adviser Services, you need to provide us only client meeting file notes in detail. We will do everything else for you. While we work on your client file, we regularly check in with you to make sure we're headed in the correct direction.
We have a highly experienced team who can work on any areas of advice like;
Superannuation Planning
Pension (TTR, ABP, Annuity)
Retirement Planning
Establishment of SMSF/Family Trust
Debt Management
Personal Insurance Advice
Cashflow/Budgeting Advice
LRBA in SMSF
Wealth Creation/Investment Planning
Aged Care
Social Security
Ranging from risk-only plans to comprehensive advice documents involving different entities such as SMSF and family trusts. BSG Paraplanning will write any SOA’s that you require.
BSG Paraplanning will construct any limited scope ROA to meet your needs. Unsure of whether a ROA or SOA is required? BSG Paraplanning can assist.
BSG Paraplanning can model scenarios and provide detailed projection reports if you require them before completing a full SOA.
BSG Paraplanning is happy to provide technical support and assistance to advisors before the commencement of advice construction.
We understand that Advisers want to spend more time meeting their Client’s and less time working on supporting document tasks such as the working papers, fact find, and strategy notes. Consistency across file notes, working papers, and SOAs are vital to a successful audit.
Need to know whether you have a reasonable basis for switching Super or Insurance products? Want to research the costs and features of specific products? BSG Paraplanning can do this for you in an efficient manner.
We offer vetting/audit services to ensure advisers are meeting industry and licensee compliance requirements so that non-compliance is identified as early as possible.
Contact us to arrange a 15 to 30-minute introductory meeting via Microsoft Teams, Zoom, or Skype. We will discuss your needs, what we can provide, and the way forward or
Every SoA request is split into three sections. The initial step we take when a job is submitted is to screen the documents to determine if there are any queries. We then notify the adviser of any issues that we discover and allow them to provide the required details. Subsequently, the SoA reaches the processing level, where the paraplanner completes it and submits it to our internal review team.
After going over the SoA and all the supporting documentation, one of our senior paraplanners makes sure everything complies with regulations. Our goal is to spare advisers from having to spend time examining or revising the SoA. In general, we provide a turnaround time of 3 to 5 business days for all works; however, in the event that an adviser requests expedited completion, we will gladly fulfil their request.
We are capable of working with all the financial advisers, regardless of the licensees they are with and make sure the advisors adhere to ASIC and licensee standards. We also support advisers during the audit and screening process.
Our skilled crew is capable of handling any financial software/templates and performing intricate modelling for your clients. When delivering the statement of advice, projection modelling is crucial and plays a major role.
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