Outsource Paraplanning Services | Veda Outsourcing

Paraplanning Services by "Ex-Financial Planner"

Financial planning industry is highly demanding. As a financial adviser, you need to conduct detailed research, create reports, and provide evidence for each recommendation. These tasks take time and make it difficult to manage multiple clients simultaneously, which, in turn, limits the firm’s capacity for business growth.

Best to get assistance from outsourcing experts. Veda Outsourcing Solution has skilled paraplanners who can start supporting your business from day one without any training.

Dedicated Paraplanners on Request

Software Trained

Our paraplanners are well-trained in using all standard industry software.

Ongoing Training

Our paraplanners undergo consistent training to stay up to date with the latest practices.

Quick Turnaround

Our turnaround time for statement of advice documents are 5-7 business days.

Australia Servers

Our servers are based in Australia to ensure your data remains within the secure borders of Australia.

Quality Assurance

All advice documents undergo thorough internal quality checks to ensure they meet industry standards before being delivered to you.

Ad-Hoc Paraplanning Services

In addition to the services mentioned above, we also provide ad-hoc paraplanning requests. Our ad-hoc paraplanning services have no minimum requirements, so you only pay for the services you need. Furthermore, we will provide you with a detailed breakdown of all costs upfront, ensuring that there are no hidden fees or surprises.

Quality Assurance Check

Your ad-hoc paraplanning work undergoes our own internal reviews and checks before being sent to you for review. This process ensures levels of accuracy and efficiency.