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 three years of experience, ensure the highest quality advice and documentation across all financial areas.

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, 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.