We do your SOAs, so you can
do more business
Paraplanning services to speed up your client onboarding and get you paid sooner
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SAVE TIME
Send the work to us
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SAVE MONEY
Access the top Paraplanners for a fraction of the
in-house cost
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SAVE STRESS
We take the work off
your desk
Advice documents
are complicated &
time-consuming
Average SOA takes
26 hours
to complete
7 out of 10
advice documents are
non-compliant
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The cost to service clients has
doubled
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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 CPS
About our service
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Online, easy to use request system
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Your own dedicated Paraplanner
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Confirmation of cost upfront
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Guaranteed 7 business days delivery
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Monthly invoicing to ease cashflow
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Ongoing reviews, management and training of your Paraplanner
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Performance-based incentives which attract the right Paraplanners
3 step plan
#1
Discovery
Here we get to
know each other and
see if we're a good fit
#2
Matchmaking
We find you the perfect Paraplanner or Administrator
#3
Partnership
You stop doing the paperwork and start doing more business
Our guarantee
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Dedicated paraplanner
You will work with the same Paraplanner every time
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Quality assurance
If you’re not happy with our work after 5 SOAs, we will happily refund your money
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7-Business-Day turnaround
All of our work is completed within 7 business days
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No hidden
fees
You will know the full cost upfront before the work starts
What our clients say about us
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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
Daniel Donovan
Head of Operations, Verse Wealth
I love our Paraplanner!
Yolande De Klerk
Associate, Aspire Financial Planners Pty Ltd
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Wearing too many hats is
exhausting!
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.
CPS is trusted by
Contact us
Free eBook:
Five ways to halve your paraplanning time
and do more business
Our mission
"To help advisers do more business and allow great paraplanners to work on their terms."
Contact
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