Compliance Focus

Our focus is to help ensure your advice documents will meet licensee and industry compliance standards, and that your advice is aligned with legislation requirements and in the best interests of your clients at all times. Our team will work with you and raise any concerns we may have prior to completing your advice documents.

Attention to Detail

We focus on personalising and tailoring your advice documents to demonstrate your client's best interests. Our team takes pride in the documents we produce and ensure they are presentable, properly formatted and of a high quality. Our rigorous internal checking process ensures these standards are upheld at all times.

Australian Paraplanners

Allied Paraplanning is operated locally in Australia with Australian paraplanners, meaning there are no language barriers or differing time zones to contend with. We take pride in ensuring our documents are written in a professional manner and have correct grammar and punctuation throughout.

About Us

Wide Knowledge & Experience

Our team of paraplanners have a wealth of experience in the financial services industry. We take pride in applying our broad knowledge of financial strategies and products to ensure a positive outcome for you and your clients.

Costs Image

Full Transparency

We have created tools and processes to allow our clients to understand and participate in the pricing of our work. Our clients have access to our Pricing Calculator which enables them to estimate the costs of advice documents ahead of time.

Quality

Commitment to Quality

Allied Paraplanning provides free minor revisions irrespective of which party is at fault. We strive to deliver a document that you are proud to present to your clients and will ensure you are satisfied with the final outcome.

Software

Range of Licensees & Software

Allied Paraplanning provides services to advice professionals across a range of AFSLs. Our team also has extensive experience with a number of the top tier financial planning software solutions, such as Xplan, COIN and Midwinter.

TESTIMONIALS

  • “We have been working with the Principals of Allied for many years. Our firm deals with a diverse range of clients and all of our SOAs are comprehensive, often with complex strategies. The team at Allied are highly skilled and may constructively challenge us if they feel we have overlooked something, which these days is an added bonus. Their ability to manage the delivery of our documents in a manner that adopts our style, brand and professionalism is of the highest standard always. As a result we spend minimal time editing and have an SoA that flows, makes sense and is presentable to our clients.”

    Kate Kimmorley, Kimmorley Financial Management

  • “Success with a client is made up of key ingredients. Technical knowledge and sound personal communication skills is key, but essential component to make a result happen is great support - This is why we chose to link our practice with Allied Paraplanning.
    Their knowledge along with the ability to listen has helped us tremendously and for the effort shown and dedication, we are more than happy to recommend Allied Paraplanning for your paraplanning needs. Please do try their service. I am confident you to will be happy you did.”

    Eric Koelmeyer, C+K Financial Partners

  • “We have been happily working with Allied paraplanners for over 16 months. We have found the service and standards at Allied to be highly professional and reliable. We rate their knowledge, skill base and accuracy highly and they have always had reasonable turn around times. Overall we have enjoyed a reliable, comprehensive and timely paraplanning service. We enjoy the fact that they are open to suggestions and not afraid to come to us for clarity around exactly what we need from them. They provide a friendly, quality service at a fair price and we would be happy to recommend them to others.”

    Jodie Whykes, Professional Money Management

  • “Profile Financial Planning has engaged Allied Paraplanning as an overflow paraplanning solution during periods of high volume, which has enabled the business to sustain high levels of productivity, while maintaining service delivery standards to our clients and Planners.
    Our experience with Allied Paraplanning has been positive and we have found them to be a reliable and a flexible paraplanning service through the delivery of Statements of Advice. Allied Paraplanning have managed to be compatible with our processes which has contributed to consistent and predictable outcomes for a large volume of SoA’s across numerous financial planning strategies and products.”

    Profile Financial Services

  • “I have found the team at Allied Paraplanning very easy to deal with. They are happy to work with you (the adviser) to help tailor your plans to suit your client strategies and personaly style.”

    Luke Patricks, LP Wealth