Our Paraplanning Process

Our Paraplanning Process

As a financial adviser you know only too well that financial plans can range from a simple plan to a standard plan or an extremely detailed and complex financial plan.

At Abound Paraplanning we like to keep the process of delivering your SoA as simple and streamlined as possible!

And this is exactly what we do. As below you can see our “Easy 3 Step Process” from requesting a SoA to delivery!

 

Complete our easy online SoA request form!

  • Simply tick the boxes that apply to you
  • Follow our checklist to ensure you include all required information for your SoA and send an email to us with the attachments
  • Abound Team will contact you with any questions they may have or additional information required to complete your SoA
 

Receive Quote & Make Payment

  • Easy online banking payment process
  • Once you approve your quote and your payment has been received the Abound team will get to work on your SoA
  • You will be notified of the delivery date and given updates to its progress!
 

SoA Delivered to you!

  • Receive your SoA via email straight into your inbox
  • Reply to the Abound team that you have successfully received your SoA
  • Print and prepare your SoA in readiness to present to your client!

Your next step with us here at Abound Paraplanning is to, if you haven't done so already, subscribe to our Free Paraplanning Pack on this page where you will instantly receive our Paraplanning Video E-Course, Statement of Advice and Discussion Paper Example documents!

We look forward to the opportunity to helping you with part of or all your paraplanning needs!

Abound Paraplanning service Financial Planning Firms in their local area of Melbourne as well as throughout Australia so Australian financial planning firms can benefit no matter where they are!

For more information and frequently asked questions CLICK HERE