The Plan Spot provides a premium outsource paraplanning option so that you can focus on being in front of your clients and not being behind the computer preparing Statement of Advice. We have many years experience in the paraplanning industry across all areas of advice. We do love to love Self Managed Superannuation Funds.
We understand that each practice if different and we are more than happy to work in with your office procedures to ensure a seamless integration with your workflow and processes.
We will provide you with a copy of our fee structure during our initial discussions.
Email email@example.com to notify The Plan Spot of a new SoA to complete. Please ensure that this includes the essential client information that may be required to prepare the plan. This may include:
Client Fact Find information
Replacement of product information
Financial advice recommendations
Client fees and charges
Any other relevant information that will help the paraplanner to customise and ‘tell the client story’ in the Statement of Advice
The Plan Spot will review this information and send a ‘plan summary’ email to the adviser to ensure all details have been captured correctly.
The Plan Spot will email the finalised document ready for the adviser’s perusal.
The Plan Spot will invoice your practice for work completed at the end of each month.