Reliable and Efficient Outsourced Paraplanning Services

Are you struggling to handle the following challenges of your client’s paraplanning needs?

Managing document-heavy processes
Carrying out data entries
Formulating strategies
Conducting comparative analysis
Handling documentation complexity
Maintaining accuracy

If yes, then stay right here with us!

Just sit back and let our expert paraplanners alleviate your burden and take care of all your worries in a go!

Why Outsourced Paraplanning Service is the Right Choice for You?

In today’s complex business realm, financial and administrative tasks require keen attention and accuracy, which calls for the need for outsourced paraplanning services.

Some Key Advantages:

Cost-Effective
Enhanced Scalability
Compliance Maintenance
Improved Efficiency

Why is Infinity Globus Your Perfect Partner for Outsource Paraplanning Services?

We offer excellent outsourced paraplanning services that bring optimum results to clients at all times.

We offer flexible engagement models that you can choose from per your needs and requirements.

We utilize modern technology that aids us in offering excellent services to each of the clients per their requirements.

We have a dedicated workforce with years of experience, adept at handling complex tasks of paraplanning efficiently.

We take utmost care of the sensitive data of the clients and keep stringent security measures to protect the same.

We offer excellent outsourced paraplanning services to you within a reasonable cost range with quality never compromised.

We offer streamlined processes whereby all the needs are taken care of efficiently and solutions provided effectively.

We extend constant guidance and support to the clients so that all their problems are solved in the least possible time frame.

Our Expertise

Our team of paraplanning experts has over 20 years of industry experience.
Adept team of industry veterans.
We are a member of the American Institute of CPAs (AICPA).

Trustworthiness

We are ISO 27001-2013 certified for the most standard Quality Measures for Information Security.
A proud ISO 9001-2008 certified firm.
Trusted SOC 2 Type 2 compliant firm with stringent security software safeguarding client data.

Our Outsourcing Paraplanning Services

With our expert assistance, forget the hurdles of the paraplanning tasks!

Software data entry
FDS
Review packs
Preparing Fact Find
Calling super and insurance offices to collect details
Product Research- Super, insurance, investments, etc.
Product cost comparisons
Identifying alternative strategies and products.

Case-by-Case Discussion
Pre-SOA Modeling
Strategy Paper
Best Interest Duty, Advice Development Worksheet

Financial Projections
Comparative analysis
Retirement Analysis

SOA Pre- vetting, compliance checks
Obtaining, preparing, and Lodging application forms for strategy implementation
Follow up with providers
Completion letters

Superannuation
Personal insurance advice
Business Insurance
Wealth creation/investment planning
Cash flow/budgeting advice
Debt management/debt restructuring
Retirement Planning
Aged care
Social security
SMSF and Family Trust
LRBA in SMSF
Gearing / margin lending

Free Trial for You

Free trial, full expertise: Test Outsourced Paraplanning Services by our experts, no charge.

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FAQs

Our paraplanners are highly qualified and possess professional degrees for the work they are assigned.  The executive analysts/staff and other professionals hold MBA degrees in DFP, finance, and Master‘s in accounts, finance, and business.

Our team of highly adept and skilled professionals has extensive knowledge of the following software: Xplan, Advisor Logic, Midwinter, Plutosoft, Advice Intelligence, COIN Office, Draft Online, and Work Sorted.

Yes, we do have a templated SOA request form, which can be provided on request. However, we are also flexible if you send us a request on your template if you are already using one.

We are adept at delivering a complete, internally quality-checked SOA within 3-7 business days of receiving a complete SOA request and receipt of all required information.

Yes, we do have our in-house software login but that is limited to only training purposes. We highly recommend that you provide us with a login for the specific software that you use to ensure that the SOAs are configured and structured based on your licensee templates and requirements.