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

  • Australia Based
  • Compliance Driven
  • Prompt Turnaround

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.

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

Outsourced Paraplanning In Australia


Product research

Pre-SoA Modelling

Best Interest Duty (BID)

Working Paper Writing

Strategy Discussions

Mutual Plans Outsourced Paraplanning


Statement of Advice

Record of Advice

Strategy paper

Modelling paper

Template Customisation

Outsourced paraplanning In Australia


Preparing application forms

Lodging the application(s)

Following up to completion


Experienced in 6+ Financial Advisor Platforms

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

See Our Google Reviews

  • 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

    Silvia and her team provide top notch paraplanning services. They are very clear on pricing and (quick) turnaround times so you know what to expect. They strive to learn the... read more

    Larry C Avatar Larry C
    15 October 2023
  • It has been a very professional and effortless experience in working with the Mutual Paraplanning team. Working with them has significantly improved the turnaround time and quality of our advice... read more

    Aadil Abbas Avatar Aadil Abbas
    12 October 2023

    I have found Mutual Paraplanning Services to be a pleasure to deal with. Nothing is too hard and the quality of the work is excellent. I have found... read more

    Kurt Armbruster Avatar Kurt Armbruster
    23 August 2023

    We are very happy with Silvia and her team at Mutual Paraplanning Services. They are very thorough with their work and always looking for ways to improve their personalisation of... read more

    Iconic Wealth Avatar Iconic Wealth
    28 April 2023

Specialised in the following AFSLs & Channels