Paraplanning.com.au

Paraplanning Directory (incl. Paraplanning Service Comparison / Review)

After seeing that there are no websites that compare contract paraplanning service costs, we thought we'd look at the main providers. We will look at the pricing from a simple risk Statement of Advice through to a Complex Statement of Advice, prepared in 5 business days.

PARAPLANNING

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A lower-cost option for advisers looking to outsource their SoAs. Priced at $44 per hour, the SoAs are completed within 3 business days by experienced paraplanners.
  • Team - 20 paraplanners
  • Cost - $88 - $176

PARAPLANNER

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As one of the longest-running services in Australia (and the largest), their pricing ranges from $99 for a simple Risk SoA through to $909 for a Complex SMSF SoA.
In summary:
  • Team - 370 paraplanners
  • Cost - $99 to $594

SRW PROFESSIONALS

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Their website doesn't display any pricing for their services but their main advantages are how long they've been in business and the way that have build a small, solid team of professional paraplanners.
In summary:
  • Team - 4 paraplanners
  • Cost - Not disclosed

PLAN ACE

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A friendly team located in South Eastern Queensland, Liam and Garth offer a service-driven business to suit your financial planning business
In summary:
  • Team - 2 paraplanners
  • Cost - Not disclosed

SIMPLE PARAPLANNING

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We like the emphasis on simplicity with Simple Paraplanning. Their prices range from $330 for a one recommendation strategy through to $660 for a complex strategy (including projection costs). They are aligned with McMasters' Accountants and their service includes a money-back guarantee. 
In summary:
  • Team - 4 paraplanners?
  • Cost - $330 to $660

PLAN AWAY

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Plan Away uses a complex table to calculate their pricing so it would be the best idea to ask for a few quotes based on common scenarios within your practice. A simple risk SoA costs $387 (assuming the four main types of cover and estate planning, no replacement of product) and a complex SoA is estimated to cost $628 (not including replacement of product). If you'd like the SoA within 5 business days, add $50 to the above prices.
In summary:
  • Team - 5 paraplanners
  • Cost - $387 to $628+

What's your plan

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A paraplanning and admin consultancy located in Australia.
In summary:
  • Team - 1 paraplanner
  • Cost - Not disclosed

CPS

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A beautiful website that gives you almost all the informaiton you need to make a good choice in trialling a paraplanning service.
In summary:
  • Team - 7 paraplanners
  • Cost - Not disclosed

PLANS PLUS

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We weren't able to find out much information about their business from their website but they are based in Perth and service all Australia.
In summary:
  • Team - 1 paraplanner?
  • Cost - $440 to $2,000+

OUTPLAN

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Aligned with a large bank, Outplan provides sample SoA examples and prides itself on having a centralised team in Sydney.
In summary:
  • Team - 5 paraplanners?
  • Cost - $330 - $880 (TBC)

ENZUMO

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A bright, contemporary website that boasts of paraplanning services with plenty of Xplan options.
In summary:
  • Team - 3 paraplanners
  • Cost - $300 - $1,500

FEENEY PARAPLANNING

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Natasha looks like she has the experience to be a good value paraplanner.
In summary:
  • Team - 1 paraplanner
  • Cost - $250 - $350. Contact for more complex SoA pricing.

PARAPLANNING DIRECT

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A friendly-looking team of qualified paraplanners based in Perth, Melbourne and the Gold Coast.
In summary:
  • Team - 4 paraplanners
  • Cost - Not disclosed

BLUE ORANGE SOLUTIONS

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A hybrid financial advice and paraplanning service on the Gold Coast.
In summary:
  • Team - 1 paraplanner
  • Cost - $260 - $1,000 (also offer express service for $120)

CPC GROUP

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A paraplanning service located in Queensland and NSW.
In summary:
  • Team - 2 paraplanners?
  • Cost - $260 - $500+

PLATINUM PARAPLANNING

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A paraplanning service located in Sydney, NSW.
In summary:
  • Team - 1 paraplanner?
  • Cost - $440 - $880

ELOQUENT PARAPLANNING

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A paraplanning service with a beautiful website located  on the Central Coast of NSW.
In summary:
  • Team - 3 paraplanners
  • Cost - $330 - $660

SMSF PARAPLANNERS

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A paraplanning service with a beautiful website located  in QLD.
In summary:
  • Team - 1 paraplanner
  • Cost - Not disclosed

ROOSEVELT FINANCIAL CONSULTANTS

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A paraplanning service that also offers property reports.
In summary:
  • Team - 1 paraplanner
  • Cost - $220 - $1,210+

THE WEALTHEDGE GROUP

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A paraplanning service located in Parramatta NSW.
In summary:
  • Team - 1 paraplanner
  • Cost - $250 - $880+

BOUTIQUE FPS

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A paraplanning service located in Melbourne VIC.
In summary:
  • Team - 1 paraplanner
  • Cost - Not disclosed

HARVARD PARAPLANNING

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A paraplanning service located in Coffs Harbour NSW, boasting 60 years of experience between the four staff members.
In summary:
  • Team - 4 paraplanners
  • Cost - Not disclosed

PLANIAM

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A paraplanning service (no location available).
In summary:
  • Team - 1 paraplanner?
  • Cost - Not disclosed

AdviceWrite

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We like the cost calculator on this site as a quick way to find out the costs and having a sample Statement of Advice template helps to get a feel for the type of work produced.
In summary:
  • Team - 10 paraplanners
  • Cost - $150 to $1,500

WEALTHAXIS

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A paraplanning service using staff from the Philippines (no office location specified).
In summary:
  • Team - 1 paraplanner?
  • Cost - Not disclosed

SKILLED PS

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A paraplanning service located in Perth WA.
In summary:
  • Team - 1 paraplanner
  • Cost - Not disclosed

BEACON GROUP

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A paraplanning service located in Sydney NSW.
In summary:
  • Team - 1 paraplanner
  • Cost - Not disclosed

COASTAL PARAPLANNING

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A paraplanning service located in Hobart TAS.
In summary:
  • Team - 3 paraplanners
  • Cost - Not disclosed

IPRAXIS

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A paraplanning service using staff from the Philippines (no office location specified).
In summary:
  • Team - 5 paraplanners?
  • Cost - $600pm - $16,500 upfront payment

Everything In Order

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A paraplanning service located in Queensland.
In summary:
  • Team - 1 paraplanner
  • Cost - Not disclosed

Plan Perfection

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A paraplanning service located in South Australia.
In summary:
  • Team - 1 paraplanner
  • Cost - Not disclosed

Admin Makeover

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A paraplanning service located in Tasmania.
In summary:
  • Team - 1 paraplanner
  • Cost - $187 - $935+

Grove Paraplanning

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A paraplanning service located in Melbourne VIC.
In summary:
  • Team - 1 paraplanner
  • Cost - $220 - $495+

FP Support

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Details TBA

Consilia

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A paraplanning & consultancy service located in NSW.
In summary:
  • Team - 2 paraplanners
  • Cost - Not disclosed

NK Consultants

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A paraplanning & consultancy service located in Melbourne Victoria.
In summary:
  • Team - 17 paraplanners
  • Cost - Not disclosed

SOS

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A paraplanning & consultancy service located in Melbourne Victoria.
In summary:
  • Team - 6 paraplanners
  • Cost - Not disclosed

A P Para-planning

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A paraplanning service located in Australia.
In summary:
  • Team - 1 paraplanner
  • Cost - $150 - $600
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