Outsourced Paraplanning
You Can Count On

Paraplanning services for financial advisors who want to save time, take their documentation up a notch, and navigate audit season with confidence

Paraplanning services in Australia

Average 5-7 business
day turnaround

Paraplanning Services

3 day rush available

Top Three

Consistently top ranking in auditing from PwC

Paraplanning Australia

110+ years of combined
paraplanning experience

Outsourced Paraplanning
You Can Count On

Paraplanning services for financial advisors who want to save time, take their documentation up a notch, and navigate audit season with confidence

Paraplanning services in Australia

Average 5-7 business
day turnaround

Paraplanning Services

3 day rush available

Top Three

Consistently top ranking in auditing from PwC

Paraplanning Australia

110+ years of combined
paraplanning experience

Mutual Plans’ Onshore Paraplanning Services

Enjoy an end-to-end service, or get fast, expert support with only what you need

Preparation

Product research

Pre-SoA Modelling

Best Interest Duty (BID)

Working Paper Writing

Strategy Discussions

Creation

Statement of Advice

Record of Advice

Strategy paper

Modelling paper

Template Customisation

Implementation

Preparing application forms

Lodging the application(s)

Following up to completion

 

Experienced in 6+ Financial Advisor Platforms

See Our Google Reviews

  • I have recently started using Mutual Plans and could not be more pleased with the service and the quality produced. Keep up the good work team!

    Hopscotch Wealth Avatar Hopscotch Wealth
    6 August 2024

    I have used them for years now and always found there work to be top notch!

    Clint Benn Avatar Clint Benn
    30 July 2024

    Great to work with Silvia and the team. They are professional and efficient adding value to our practice. Highly recommend.

    Marcos R Avatar Marcos R
    26 July 2024
  • Love working with the Mutual Paraplanning team!. Angelica and Linda are stars!

    Keryn Batsilas Avatar Keryn Batsilas
    19 July 2024

    We have been working with Silvia and her team at Mutual Plans for 18 months now. Over that time she has help most of our advisers with the creation of... read more

    Alexander Single Avatar Alexander Single
    24 April 2024

    Mutual paraplanning have been assisting me for almost a year now and it has been a fantastic experience. The team are extremely knowledgeable and the quality of their work has... read more

    Devan King Avatar Devan King
    6 April 2024
  • After recently establishing my new FP business this year, I am so grateful to have been introduced to Silvia and her team at Mutual Plans. The plans I have... read more

    Paul T Avatar Paul T
    6 April 2024

    Partnering with Mutual Plans has been a game-changer for us. I held onto advice document production for too long, and bringing Silvia, Linda, and the team on board has transformed... read more

    Leon Jones Avatar Leon Jones
    3 April 2024

    Bunya Wealth Group has engaged Mutual Paraplanning Services and is very happy with their work. Silvia, Angelica and the team are doing a great job. Can highly recommend them.

    chris kourt Avatar chris kourt
    13 March 2024
  • We are an experienced, long-standing finanicial planning company. Were recommended to consider Mutual Plan. Made contact to discuss our requirements, Silvia responded promptly to discuss our needs, leading to several... read more

    Bruce Sivalingam Avatar Bruce Sivalingam
    13 March 2024

    I've known and worked with Silvia and the team at Mutual Paraplanning Services for 10 years. The difference between Mutual Plans and other paraplanning services I have experienced is that... read more

    Berin Delforce Avatar Berin Delforce
    7 March 2024

    Great service. Best Paraplanners around.

    Petar Kuric Avatar Petar Kuric
    4 March 2024
  • We have used Mutual Paraplanning for a number of years now, they are always quick to respond, Silvia and the team always feel like an extension of our team, always... read more

    Andrew Chan Avatar Andrew Chan
    20 November 2023

    As a financial planner and tax accountant based in Sydney, I have had the opportunity to collaborate with the Mutual Paraplanner Service, owned by Silvia. My experiences with their service... read more

    Panbo Ye Avatar Panbo Ye
    15 November 2023

    I have been using Mutual Paraplanning Services for a few years now and have found them to be a very professional, efficient, reliable and ethical service to deal with. The... read more

    Andrew Maddocks Avatar Andrew Maddocks
    27 October 2023

When you invest in outsourced paraplanning, you deserve high-quality documentation and service

By that we mean documentation that helps you impress in client meetings, and demonstrate clear, comprehensive research to support your recommended strategy.

You need to feel confident that your clients’ financial data is secure. And you never deserve to reach out with a request and be met with silence.

Not only that, but you deserve confidence come audit time. With the direction of industry regulation, compliance is becoming all the more important. And when you’re not confident in your documentation? Audit time can feel like a gamble.

What it takes is the right paraplanner. One that has data security measures in place, and delivers well-researched documentation promptly—with an eye for compliance.

The peace of mind that level of paraplanning service can provide? Priceless.

That’s exactly what we offer.

What Clients Say About Mutual Plans’ Paraplanning Services

Established in 2016 by AMP Paraplanner Silvia Wade, Mutual Plans has grown into a double-digit team of expert paraplanners

Today we support financial advisers Australia-wide by providing personalised and end-to-end paraplanning solutions on demand. Our team is based 100% on-shore for speed, ease of communication and expertise in the Australian financial market.

When we conduct research or produce advice documentation for your business, we will zero in on compliance, customisation and top-tier quality. In addition to providing Statement of Advice (SoA) documents, we offer a range of pre and post SoA services.

We work with small, medium and large teams of financial advisers—putting our wealth of regulatory knowledge and combined 110+ years of paraplanning experience to work in your organisation.

Specialised in the following AFSLs & Channels

AND MANY MORE...