AusParaplanning, Hampton, VIC

Specialist Insurance Paraplanning
Writing insurance has never been so easy!
Tired of researching for the appropriate insurer and completing SoA's and just want to concentrate on generating new business, well AusParaplanning can provide you with a one stop solution to all of your insurance needs. The team at AusParaplanning can help run your business more efficiently by generating 'real time' quotes from a list of up to 10 insurance providers to compare most notably premiums and other policy features. Once you have browsed through all of the quotes and have chosen your recommended insurance provider, an SoA will be written on your behalf.

Specialist 'Transition' Paraplanning
A Proven Marketing Tool Sure To Increase Your Business Potential

Are you a platform provider or dealer group wanting to transfer a book of clients across? If so, we can help.

To facilitate the transition process, AusParaplanning can help put in place a system where we complete the transition SoA's and application forms on the adviser's behalf.

All SoA's completed are of a limited nature referring only to the 'transfer' of investments from existing to proposed platform/fund. This may also include SoA's which are limited to setting up a new SMSF.