Simplifying Financial Planning, Elevating Client Outcomes

Your Go-To Expert
Paraplanning Provider

Helping financial advisers save money and time, scale their business, and improve efficiency through our paraplanning solutions.

Free Trial SoA

Quick Turnaround

Average SoA turnaround is 3 days

Affordable Pricing

Save 50% to 70% on costs annually

Quality Assurance

Compliant Plans Meeting Standards

Tailored Service

Customised to your needs

Software Expertise

Proficient in all industry softwares

Data Protection

Secure and confidential handling

OUR Data Security Measures

Because great advice deserves world-class security

Protecting client information is fundamental to our operations. As an ISO/IEC 27001:2022 certified organisation, we employ stringent security controls, advanced technologies, and continuous monitoring to safeguard your data. Our commitment to compliance and best-in-class information security allows you to operate with confidence and focus on driving business growth.

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SERVICES

Focus on Advice.

We’ll Handle the Rest

Advisers today face increasing pressure, tighter compliance, rising costs, and mounting admin that drains time and energy. Instead of getting bogged down in paperwork, partner with planwise team to helps you do more with less.

We provide expert paraplanning support from SoA preparation to complex strategy modelling tailored to your licensee’s requirements. Our qualified team integrates seamlessly into your workflow, improving turnaround times, reducing overheads, and freeing you to focus on what matters most, your clients.

Free Trial SoA

Statement of Advice

We create clear, compliant, and customised SoA that reflect your strategy, align with your licensee guidelines, and support your client conversations. Our experienced team ensures quality, consistency, and timely delivery.

Record of Advice

We prepare concise, compliant RoA that support ongoing advice and reviews. Whether it’s for strategy updates or product changes, our team ensures accuracy and licensee-aligned documentation, fast and reliable.

Administration

We manage end-to-end paraplanning administration, including data gathering, fact-finds, client records, and documentation, helping advisers save time and reduce operational burden.

5 - 7 Days

3 - 5 Days

0 - 2 Days

2 - 3 Days

0 - 2 Days

2 - 3 Days

3 - 5 Days

5 - 7 Days

Our team get your SoA completed in the shortest turnaround time. Our average SoA turnaround is 3 days.

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Team Of SMSF Experts (TOSE)

SMSF
Key Strength

Experience and Expertise

Personalised Approach

Regulatory Knowledge

Software Experts

Clear Communication

Our SMSF experts craft your SoA precisely, delivering accurate solutions every time.

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25%

more
productive.

50%

efficiency
boost.

60%

cost
savings.

100%

secure.

An End to End Solution for all your Paraplanning needs.

Check Our Services

Less Admin.
More Advice.
Better Outcomes.

Calculate your savings now.

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TESTIMONIALS

PlanWise Services has been an absolute game-changer for our firm. Their outsourced paraplanning services have significantly improved the quality and efficiency of our advice documents, allowing us to focus on building stronger relationships with our clients.

Scott, Principal Adviser

I have had nothing but pleasant experience with PlanWise. The team consistently delivers high-quality SoAs, demonstrating both expertise and attention to detail in every task. They are reliable, and truly understand the unique needs of my business. I certainly recommend PlanWise for all your paraplanning needs.

Paula, Adviser

I’ve been using Planwise services for the past two years and am extremely satisfied with their work. They are able to deliver urgent plans quickly, often within just a day. The paraplanner not only assists us with paraplanning but also provides additional support when needed.

Daniel, Adviser