Comprehensive Paraplanning and Back-Office Solutions to Support Your Financial Practise

At Plans Plus, we understand that each financial planning practise is unique. That’s why we offer tailored paraplanning and administration support services that fit your specific business needs. With over 25 years of experience in the industry, we’re dedicated to helping financial planners across Australia streamline their operations, improve efficiency, and reduce costs.

Our Services

We provide a full range of professional services, divided into three distinct offerings to suit practises of all sizes and complexity levels:

Plans Plus Lite – Cost-Effective SoA Preparation

The Plans Plus Lite service is perfect for practises that need a straightforward, no-frills solution for their Statement of Advice (SoA) writing. This service is highly cost-effective, offering essential paraplanning without unnecessary complexity.

Our Plans Plus Lite service includes:

• Records of Advice (RoA)
• Simple/Standard SoAs such as:
  • Risk Only SoAs
  • Superannuation Consolidation
  • Super/Risk Strategies
  • Up to 4 Strategy Issues for Simple SoAs and 6 Strategy Issues for Standard SoAs

This service provides the essential SoA preparation your practise needs, without the extra cost or resources of a full-service paraplanning solution.

Plans Plus Premium – Comprehensive, Full-Service Paraplanning

For more complex planning needs, Plans Plus Premium offers a comprehensive paraplanning solution that covers a wide array of strategies and scenarios. Our senior paraplanners, with a minimum of five years of experience, ensure the highest quality advice and documentation across all aspects of financial advice.

Our Plans Plus Premium service includes:
• Recommendations for Multiple Entities (SMSFs, Trusts, Companies, etc.)
• Sophisticated Strategies covering a wide range of financial issues
• Strategy Discussion Papers
• Complex Modelling for projections over 30 years
• Taxation Strategies including CGT minimisation and capital gains strategies
• Retirement Planning including pension projections and contributions strategies
• Estate Planning, including Wills, EPAs, EPGs and BDBN
• Business Succession Planning, including Buy/Sell Insurance strategies
• Financial Modelling for both individuals and entities (single and multiple scenarios)

Whether you need comprehensive advice across multiple entities or complex tax and retirement strategies, Plans Plus Premium provides all the resources you need to meet your clients’ demands.

Plans Plus Back-Office – Comprehensive Administrative Support

Plans Plus Back-Office is the ideal solution for financial practises that need to outsource administrative functions. This service can handle a wide range of back-office tasks, allowing you to focus on serving clients while we take care of the behind-the-scenes work.

Services include:
• CRM Data Entry
• Product Research
• Online Application Completion
• Fee Disclosure Statements
• Annual Review Information Collation
• Client Communication Management

Our Plans Plus Back-Office service helps reduce the administrative burden on your practise, providing seamless support for your daily operations and helping your team stay focused on core business activities.

Our Service Offerings at a Glance