At Mutual Plans, we specialise in providing expert, proven, and efficient paraplanning services to super fund providers across Australia. Our team of experienced paraplanners is dedicated to supporting high-quality, compliant, and tailored financial advice and by partnering with us, you can enhance your service offerings, improve operational efficiency, and ensure that your clients receive the best possible financial guidance.
Average 5-7 business
day turnaround
3 day rush available
100% onshore
Expertise In Paraplanning That Provides You A Strategic Advantage
Mutual Plans is a preferred outsourcing paraplanning provider that can support any Australian super fund’s advisory function. Our services can and do help our partners in the superannuation space with expertise in a wide range of tasks that benefit from the efficient support of a paraplanner, including:
- Building super
- Preparing for retirement
- Savings & investments
- Insurance and protection
- Tax effective strategies
- Estate planning
- Centrelink benefits
Why Choose Us?
As outsourced partners to super funds, we work hard to support your business in delivering exceptional financial advice. Here’s what we offer:
Statement of Advice (SoA) Preparation
One of the core services we provide is the preparation of detailed Statements of Advice (SoA). Our team of expert paraplanners, with more than 110 years of experience across the organisation, meticulously craft these documents to outline comprehensive financial strategies and recommendations tailored to your clients’ specific needs. We ensure that each SoA is clear, concise, and compliant with all super fund regulatory requirements.
Compliance and Best Interest Duty (BID)
Supporting you in compliance is at the heart of everything we do. Our paraplanners are well-versed in the regulatory standards governing financial advice in Australia. We ensure that all advice and documentation comply with these standards and meet the Best Interest Duty (BID) requirements. This commitment to compliance helps protect your business and ensures that your clients receive advice that is in their best interests.
Modelling and Analysis
To support you with the critical data to make the best decisions for your clients our paraplanners perform detailed financial modelling and analysis. This helps illustrate potential outcomes and benefits, making it easier for your clients to understand the impact of different financial strategies. Our modelling and analysis services provide a clear picture of the financial future, aiding in better decision-making.
Our Heritage
Mutual Plans has a team with over 110 years in combined experience in paraplanning. We assist advisors right across the country to run efficient, strategic businesses by leveraging our capabilities in an outsourcing capacity, which in turn eases their pressures on their time and allows them to focus on adding value to their clients.
Benefits of Outsourcing Paraplanning Services
Outsourcing your paraplanning needs to Mutual Plans offers numerous benefits:
Cost Efficiency
Reduce overhead costs associated with hiring and training in-house paraplanners. By outsourcing, you gain access to a pool of skilled professionals – we have 110 years of combined experience within the company! - without the expenses related to recruitment, training, and employee benefits.
Expertise
Gain access to a team of experienced paraplanners with extensive knowledge of the financial industry. Our team stays updated with the latest industry trends and regulatory changes, ensuring that your advice is always current and compliant.
We have deep knowledge on super fund providers, including specialists like GESB Super and Qsuper, defined benefit super funds like ESSSuper and SASS, and from the smallest of funds to the largest. That knowledge becomes your strategic benefit, as we provide the paraplanning services that best benefit the nature of your business.
Scalability
Easily scale your paraplanning resources up or down based on your business needs. Whether you require additional support during peak times or need to reduce capacity, our flexible services can adjust to your requirements.
Focus on Core Activities
Free up your time to focus on being strategic within the super fund. By outsourcing administrative and technical tasks, you can concentrate on providing personalised advice and expanding your business.
A Specialist’s Eye for Detail
As specialists in paraplanning, we promise an exceedingly high level of attention to detail and accuracy in everything we do – it is the foundation of our business, after all, and we are proven to be able to help our partners reduce their risk of human error.
Trusted by licensees from:
Amp
Insignia
Morningstar
Synchron
Wealthtoday
Sentry
Fortnum Private Wealth
AND MANY MORE...
Our Commitment to Excellence
At Mutual Plans, we are committed to providing exceptional paraplanning services that add value to your business. Our team is dedicated to continuous improvement and staying abreast of industry developments to ensure that we deliver the highest quality service. We understand the importance of trust and reliability in the financial industry, and we strive to build long-lasting partnerships with our clients.
Get in Touch
Ready to enhance your service offerings and improve operational efficiency? Contact us today to learn more about our outsourced paraplanning services to super funds and how we can support your business. Let us help you provide the best possible financial advice to your clients.
Got questions? Contact us and ask away. We are here to answer them.