Why choose Woodvale Paraplanning?

 

By using Woodvale Paraplanning, you will receive personalised service from a small contract paraplanning business. Woodvale Paraplanning is perfectly tailored to smaller financial planning businesses, the types of practices that don’t require a full time paraplanner.

 

By using Woodvale Paraplanning, you will have access to a paraplanner with extensive experience over a wide range of financial planning areas, including Retirement Planning, Superannuation (Retail and Industry funds), SMSF’s, Trusts, investments outside of superannuation (both direct investments and in-direct), Insurance, Centrelink and Defined Benefit Schemes.

 

By using Woodvale Paraplanning, you will deal direct with the person is completing your work. You won’t be lost in a large scale paraplanning company.

• Need to make changes? Get in touch

• Change in circumstances? Get in touch

• Need to change the advice? Get in touch

 

Why do you work like that?

 

By using your existing Financial Planning software, it assists to reduce the cost of paraplanning, helping to reduce the cost to you.

 

By using your existing Financial Planning software, you retain ownership of the client information, ownership of the advice documentation and any working papers developed in the process of writing advice. It also reduces the need to share information across software or databases.

 

By using your existing Financial Planning software, it ensures that the advice documents generated will be formatted to your licensee’s requirements. Advice documents will retain the same style and format of previous advice documents. This allows you to reference it again at a later date as well as allowing you to see how the advice documentation has been generated.

 

What about Privacy?

 

Woodvale Paraplanning complies with the Australian Privacy Principles contained in the Privacy Act. (Privacy Policy here)

 

Information collected for the purpose of undertaking work will be deleted or destroyed after the completion of work and not retained by Woodvale Paraplanning.

 

Are you based in Australia?

 

Yes, we are based in Bendigo, Victoria. All work is completed by Woodvale Paraplanning, we do not sub-contract work to outside agencies or overseas based paraplanners.

 

Are there upfront fees or a minimum level of work required?

 

No, there are no upfront fees or a minimum number of plans. If you have a one off SOA that you need completed, Get in touch.

 

While there is no minimum level of work, we endeavour to build a productive relationship with you that will continue into the future, assisting in the growth of your financial planning business.

 

What is your turnaround time?

 

Plans will be completed in 5-7 business days. We will confirm the timeframe at the start of work.

 

If you require the work in a shorter timeframe, please let us know and we will endeavour to accommodate you. Additional fees may be applicable.