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Priority Paraplanning works with Financial Advisers to ensure clients needs and objectives are met in producing comprehensive, compliant, easy to read financial plans. We provide a cost effective, time efficient service so that Financial Advisers can concentrate on building their business and long lasting relationships with their clients.
| Our services | |
| ▪ | Risk Insurance |
| ▪ | Wealth accumulation |
| ▪ | Regular savings and education funding |
| ▪ | Gearing |
| ▪ | Salary packaging |
| ▪ | Superannuation |
| ▪ | Investment Structures |
| ▪ | Redundancy |
| ▪ | Retirement income streams |
| ▪ | Social Security |
| ▪ | Aged care facilities |
| ▪ | Estate planning |
| ▪ | Transition to Retirement Strategies |
| Priority Paraplanning Process | |
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You contact
Priority Paraplanning to ensure that your request can be
completed in the required timeframe. |
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Priority Paraplanning request form |
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Client fact find |
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Completed client questionnaire |
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Brief strategy notes; and relevant paperwork statements, capital gains tax reports, insurance quotes etc. |
| Steps Involved | |
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| Types of plans available | |
| ▪ | Full Statement of Advice (SOA) - we can cover as many advice topics deemed appropriate |
| ▪ | Mini SOA – Financial Plan limited to one area of advice |
| ▪ | Special Request – We can work with you if you have a special request in relation to providing a Financial Plan |
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Benefits of using Priority Paraplanning |
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| ▪ | Professional, compliant and technically accurate SOA’s |
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Allows you more time to focus on relationship building and focusing on your clients needs and objectives |
| ▪ | No need to pay a full time salaried paraplanner. You can use Priority Paraplanning on a needs basis |
| ▪ | Plans presented in an easy to understand, logical format |
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Ensure that your plans are up to date with recent changes to legislation |
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No hidden fees |
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Complete confidentiality maintained |
| Fees | |
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Mini SoA |
$350 |
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Standard SoA (Depends on size of plan and number of strategies delivered. Priority Paraplanning will quote and agree with adviser on the fee prior to beginning the plan) |
$525 - $1500 |
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Review Advice |
$180 |
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Additional Plan Time |
$175 per hour |
| All fees exclusive of GST | |
| Contact | |
| Phone: |
03 9526 8548 0439 902 384 |
| Fax: | 03 9526 8552 |
| Email: | priority@gpla.com.au |