Filter News
Blog
Outsourced paraplanning is helping advice firms improve SOA turnaround times without sacrificing quality. Advisers know the clock starts ticking as soon as a client meeting ends. With in-house workloads and compliance checks competing for time, even simple Statements of Advice can take longer than expected. Outsourced paraplanning changes that. By partnering with a dedicated team […]
Blog
Financial planning firms across Australia face an ongoing challenge: balancing the cost of running a compliant, efficient business while also meeting the growing needs of clients. For many advice firms, building an in-house paraplanning team brings fixed costs, recruitment pressures, and unpredictable workflow challenges. That’s why more firms are turning to outsourced paraplanning as a […]
Insights
The demand for high-quality Statements of Advice (SOAs) and Records of Advice (ROAs) hasn’t slowed—yet margins and capacity are tight. That’s why many practices are considering contract paraplanning. Here’s what it really offers, when it’s ideal, and how to avoid common pitfalls. What Is Contract Paraplanning? Contract paraplanning is the engagement of an external paraplanning […]
Insights
For financial advisers in Australia, compliance isn’t optional — it’s the foundation of trust and sustainability. With regulations constantly evolving, the pressure to ensure every Statement of Advice (SOA) and Record of Advice (ROA) meets ASIC standards can be overwhelming. That’s why many firms are turning to outsourced paraplanning services as a smarter way to […]
Insights
Advisers across Australia are under more pressure than ever — meeting compliance requirements, delivering timely advice, and keeping clients engaged. One way firms are staying ahead is by using outsourced paraplanning services. Here’s why more advisers are making the switch. Faster Turnaround with Outsourced Paraplanning Outsourced paraplanning gives you access to an on-demand pool of […]
Insights
As a financial adviser, your time is best spent meeting clients, developing relationships, and delivering strategic advice. Yet many advisers find themselves tied down with the detailed and time-consuming task of preparing Statements of Advice (SOAs) and other compliance documents. That’s where outsourced paraplanning comes in. At OD Paraplanning, we partner with advisers across Australia […]
Though common in outlining financial recommendations, there are limits on who can provide a statement of advice (SoA). About statements of advice and who can provide them To provide a brief outline explaining what is a statement of advice, a statement of advice (SoA) is a written document that outlines the financial recommendations provided by […]
As a client, you may have heard about the importance of a Statement of Advice (SoA) in the financial planning process. But, do you know when an SoA is required? Legal requirements that help determine when an SoA is needed When it comes to creating an SoA, there are specific legal requirements that financial advisers […]
Financial modelling is an analytical tool that has become increasingly important in modern-day finance. In simple terms, financial modelling refers to the process of creating a summary of a client’s expenses and earnings that can be used to calculate the impact of a future event or decision. This summary is then used to provide financial […]
What is a statement of advice? A Statement of Advice (SoA) is a written document that outlines the financial recommendations provided by a financial advisor to their client. It provides a comprehensive overview of the client’s financial plan, including their financial goals, investment strategies, and the recommended products and services to help achieve those goals. […]
What is a paraplanner? A paraplanner is a financial planning support professional who assists financial advisers in the development and management of financial plans for clients. Paraplanners typically have a strong background in finance and are responsible for conducting research, analysing financial products and strategies, preparing reports and recommendations, and supporting financial advisers in their […]
When it comes to choosing a contract paraplanner, it is not simply a case of one size fits all. In order to get the most out of any outsourced paraplanning relationship, it is essential that an adviser first understands the needs of the business, the likely volume of work and types of SOAs that will […]
Subscribe to receive our latest resources
"*" indicates required fields
One Degree Paraplanning has provided financial advisers around Australia with a consistent, quality paraplanning service since 2015.
About Us
©2025 One Degree Paraplanning All Rights Reserved
