We do your SOAs, so you can
do more business
Paraplanning services to speed up your client onboarding and get you paid sooner
Send the work to us
Access the top Paraplanners for a fraction of the
We take the work off
Why We Care
We know what it’s like. You meet a new client and hopefully after a few meetings, they want to do business with you. They’re excited, you’re excited, life is good.
And then it comes time to get an SOA written. Your enthusiasm plummets, it’s a total buzzkill.
While we LOVE doing SOAs, we realise that it’s a low point in the client experience for most advisers. It takes too much time and energy, and it’s a frustrating part of doing business. But it's a necessary evil, so you need someone to do the job.
Lucky for you, we’ve helped 187 Advisers write over 4,000 SOAs.
We know what the difference between a painless paraplanning process and a painful one is, and we’ve built our business around a process that means your SOA gets written within 7 days so you don’t lose momentum in your client experience and most importantly, you can do business quicker.
Licensees we work with
About our service
Online, easy to use request system
Your own dedicated Paraplanner
Confirmation of cost upfront
Guaranteed 7 business days delivery
Monthly invoicing to ease cashflow
Ongoing reviews, management and training of your Paraplanner
Performance-based incentives which attract the right Paraplanners
3 step plan
Here we get to
know each other and
see if we're a good fit
We find you the perfect Paraplanner or Administrator
You stop doing the paperwork and start doing more business
You will work with the same Paraplanner every time
If you’re not happy with our work after 5 SOAs, we will happily refund your money
All of our work is completed within 7 business days
You will know the full cost upfront before the work starts
What our clients say about us
The team at CPS take the stress out of the Paraplanning process. They're easy to work with, always happy to help and provide super high quality SoAs
Head of Operations, Verse Wealth
I love our Paraplanner!
Yolande De Klerk
Associate, Aspire Financial Planners Pty Ltd
Wearing too many hats is
Sales, Relationship Management, Strategy, Compliance, Admin. The role of the adviser is varied, but it inevitably leads to one thing - EXHAUSTION!
Doing too much of the strategy and advice documentation work yourself is slowing your business down and taking your time, but it's also probably sapping your most valuable resource - your energy. Energy which you could be directing towards more important things like keeping your clients happy, growing your business or even spending more time with your family.
The most successful advisers focus on their strengths and delegate the rest. Paraplanning is one hat that we can wear for you so that your business becomes more profitable AND enjoyable.
If you are sick of the multi-tasking and ready to get your mojo back, book a call today to see if we're a good fit for your needs.