About Us

Allied Paraplanning was founded by Chris Phillips and Mitch Lewis with a goal to provide high quality paraplanning support services to financial planning practices across Australia.

Wherever possible, our team of paraplanners seek to operate as a complementary arm of our clients’ businesses, making our clients’ goals our priority and working with them to achieve the best outcome for their clients.

Our team has extensive experience across all areas of advice and have provided our services to a wide range of advisers and licensees, resulting in a wealth of experience across both licensee requirements, various software solutions and adviser preferences.

We pride ourselves in producing high quality advice documents with a particular focus on our attention to detail and ensuring the documents adhere to both licensee standards and legislation guidelines.

Range of Licensees

Our team has many years experience across a wide range of Australian Financial Services Licensees.

Experience

We have extensive knowledge of financial strategies and can assist you to tailor your advice to your client’s needs.

Debt & Gearing

Debt Consolidation
Increasing Repayments
Lump Sum Repayments
Offset Accounts
Redraw Facility
Refinancing
Debt Recycling
Lump Sum Gearing
Instalment Gearing
Double Gearing
Limited Recourse Borrowing (LRBA)
Margin Lending

Personal Investments

Managed Funds
Property
Shares
Separately Managed Accounts (SMAs)
Exchange Traded Funds (ETFs)
Cash & Term Deposits
Investment / Education Bonds

Social Security

Age Pension
Aged Care
Carer Allowance & Supplement
Disability Support Pension
Family Tax Benefits
Newstart Allowance
Funeral Bonds
Commonwealth Seniors Health Card

Superannuation

Rollover / Consolidation
Concessional Contributions
Non-Concessional Contributions
Spouse Contributions
Contribution Splitting
Recontribution Strategies
Defined Benefit vs Accumulation
First Home Saver Super Scheme

Retirement Planning

Account-Based Pensions
Transition to Retirement
Fixed Term Annuity
Lifetime Annuity
Pension Refresh / Updates
Downsizer Contributions
Transfer Balance Cap

Personal Insurance

Life Insurance
Total & Permanent Disability (TPD)
Trauma / Critical Illness
Child Trauma
Income Protection
Business Expenses
Business Insurance
Whole of Life Policy

Estate Planning

Wills
Binding Death Nominations
Reversionary Beneficiary
Power of Attorney
Testamentary Trust
Advance Health Directive
Enduring Guardian

The Process

1. REQUEST

Send us an email to admin@alliedparaplanning.com.au with the relevant information and research to request an advice document.

2. ACKNOWLEDGE

We will reply within 24hrs acknowledging receipt of your request and it will then be allocated to an appropriate paraplanner to review.

3. REVIEW

The paraplanner will review your request, the submitted information and research and will be in touch with any queries that may arise.

4. WRITING

Once any queries have been answered, the paraplanner will write the advice document and submit it for checking within 3 business days.

5. CHECKING

The senior management team will then complete a thorough check for quality assurance and advise the paraplanner if any revisions are required.

6. DELIVERY

Once checked and any potential issues are rectified, the completed advice document and relevant research will be sent to you via email for your review.

7. FEEDBACK

The adviser is then encouraged to thoroughly check over the document and advise Allied Paraplanning if any amendments are required.

8. INVOICING

Once you are satisfied with the finalised document, or a week has passed since the document was sent, you will be invoiced for the work via email.

Our Pricing

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.

Costs are based on a number of different variables including (but not limited to), the number of strategies, type of strategies, number of product replacements and projections required, and where any discounts we offer are to be applied.

To understand more about our pricing structure, please contact us for a copy of the Pricing Calculator or pricing matrix.

Testimonials

“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
“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
“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 personal style.”
Luke Patricks, LP Wealth