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Our Key Strengths
Fastest SoA Turnaround Time
Did you know that the majority of Paraplanning companies take weeks to SoA turnaround? In an industry with shrinking deadlines, it is important that advisers work with paraplanners that are quick and efficient.
At PlanWise, our team get your SoA completed in the shortest turnaround time. Our average SoA turnaround is 3 days
Team Of SMSF Experts (TOSE)
At PlanWise, our SMSF experts craft your SoA precisely, delivering accurate solutions every time.
Need an SMSF SoA? Trust our experts to deliver precise, personalised SMSF SoA with unmatched accuracy, ensuring your tailored SoA is crafted to perfection.
Our Process
Our Core Services
Client Testimonials
Scott, Principal Adviser
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.
Paula, 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
Daniel, 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.
PARAPLANNING SOFTWARE EXPERTISE
Our Flexible Pricing
CHOOSE A PLAN THAT'S RIGHT FOR YOU.
Ad Hoc Service
Flexible, pay-as-you-go paraplanning support for on-demand needs.
Dedicated Paraplanner
Priority Turnaround Time
Unlimited Amendments
Access to Skilled Paraplanners
Ongoing Support & Collaboration
No Long-Term Commitment
Part-Time Dedicated Paraplanner
A committed paraplanner for consistent support without a full-time commitment.
Dedicated Paraplanner
Priority Turnaround Time
Unlimited Amendments
Access to Skilled Paraplanners
Ongoing Support & Collaboration
No Long-Term Commitment
Full-Time Dedicated Paraplanner
Exclusive, full-time paraplanning assistance tailored to your business.
Dedicated Paraplanner
Priority Turnaround Time
Unlimited Amendments
Access to Skilled Paraplanners
Ongoing Support & Collaboration
No Long-Term Commitment