Frequently Asked Questions

The risk is similar to any paraplanning and adviser relationship. The adviser remains solely responsible for the advice and advice documents they are presenting or providing to their clients. 

Please contact us for a Pricing Schedule for a detailed breakdown of the services we offer and cost of each service. 

No. You only pay upon the completion of each work order. Generally, you will receive an invoice within 2 weeks of completion. 

No. There is no lock-in contracts or minimum requirements. Once the Agreement Schedule is signed you can send as many or as little work orders as you wish.  

Yes. We can provide an express service with a shorter turnaround time. However, this will usually incur a loading fee. For further information please contact us. 

We have a strict hiring process. Generally, only paraplanners with at least 2 years’ experience form part of our team. Currently our paraplanners have experience across most advice areas including superannuation, investments, Centrelink, age care, SMSF’s, gearing, complex entities, and more. 

Each advice document prepared is reviewed by a senior paraplanner before completion. This ensures all documents prepared are compliant and are of high quality. 

Yes. We can assist in strategy and advice development. We are always happy to share our extensive knowledge and expertise with you. Please contact us to discuss the options.

Both directors are based in Brisbane but we have a virtual team located across Australia. 

Outsourced paraplanning is a service provided by Bridgewater Partners. Rather then employing internal paraplanners you can pay an external company for the services.   Paraplanning involves tasks related to the preparation of financial plans, reports, and recommendations for clients. By outsourcing paraplanning, financial advisers can delegate certain time-consuming and technical aspects of their work to professionals who specialize in these tasks. This allows advisers to focus more on client relationships, business development, and providing personalized financial advice 

Contract paraplanning is a service provided by Bridgewater Partners. Contract paraplanners work as independent contractors or freelancers and are typically not permanent employees of the advisory firm. Instead, they are engaged on a project-by-project or ongoing basis to provide support in specific areas of the financial planning process. This arrangement allows financial advisors to access specialized expertise without the need to hire full-time staff.