Services

What We Do

Paraplanning

We are able to complete:

  • Product Research (super, investment insurance)
  • Financial projections and modelling (including stress testing)
  • Advice document production (Statements of Advice and Records of Advice)

We have extensive experience with the following:

  • Xplan
  • Midwinter AdviceOS
  • PlatformPlus
  • Manual advice templates

Where access is provided, we are happy to use your existing software. Alternatively, we maintain our own Xplan licence that allows us to complete research and modelling projections.

Advice document production can be completed via Xplan wizard, Midwinter AdviceOS PlanBuilder, PlatformPlus ADS, or MS Word-based templates.

Can we help you? Contact us today!