Contract Paraplanning Services

We do your SOAs, so you can do more business

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Contract Paraplanning Services (CPS) was established in 2010 and is a 100% onshore contract paraplanning service, that matchmakes some of Australia’s leading financial planning businesses with their own personal outsourced Paraplanner. With a team of over 25 Paraplanners servicing over 100 Advisers, CPS knows the difference between a painless and painful paraplanning process and has built their business around a 7-day SOA turnaround. This means you don’t lose momentum in your client experience and most importantly, your team and your clients can do business quicker.

Please visit us at https://contractpps.com.au/adviser/ for more information or to schedule a chat with us.

What sets your products or services apart from competitors in terms of value and unique features (and any specifics in relation to the provision of Risk Advice)

– No SOA Request Forms – we believe requesting work should be an easy and seamless process. CPS operates on a dedicated Paraplanner model, meaning you work with the same Paraplanner every time. We matchmake you with Paraplanners experienced in key areas such as Risk Advice to ensure you are getting a Paraplanner with the right skill set. Our entire team is 100% onshore. We complete a robust onboarding process with you, which involves one of our Paraplanning Specialists creating a training manual for your dedicated team of Paraplanners. We operate on a Per SOA fee structure, meaning no lock in contracts or minimum spends for you. Our cost is always confirmed upfront.

Can you highlight any key benefits or advantages that Risk Advisers or support staff can expect when working with your company?

– CPS operates on a dedicated Paraplanner model. This means you would have one to two assigned Paraplanners to handle your requests. We find this leads to best outcomes, as your dedicated Paraplanners feel like a natural extension of your internal team. We take the time upfront to learn your way of doing things and your dedicated Paraplanner will develop a strong relationship with you over time. They will be on hand to collaborate where required to create the right strategy and deliver the best outcome for your clients.

Are there any specific individuals or teams within your company that Risk practices should reach out to for more information or support?

– Please reach out to our Business Manager, Elise Knight for more information about our services. You can book in for a chat via our website – https://contractpps.com.au/adviser/ or contact Elise directly on 1300 558 078.

Do you have any specific resources, such as guides, articles, demos or tools, that you would like to provide to Risk Advisers or support staff?

– We can provide you with resources to help you halve your paraplanning time. Please reach out to us via the website for more information.

What are the pricing options and packages available for Risk Advisers?

– You can find our pricing calculator on our website at https://contractpps.com.au/adviser/pricing-calculator. We determine the cost of our SOAs based on each strategy. Elise is available to guide you through the process of using our pricing calculator if needed.