Our Process

STEP ONE

Submit Paraplanning Request

Submit your paraplanning request using our online form and easily upload all the relevant documents to our shared folder.

STEP ONE

STEP TWO

Quote and ETA

Within 48 hours, our team of paraplanning professionals will review your request and provide an estimated cost and timeline, or seek further information from you if necessary.

STEP TWO

STEP THREE

SOA in Construction

Once you have accepted our quote, we will commence writing your SOA. Communication will always be open and we may still come back to you throughout this process to clarify anything we are unsure of.

You will be served by a team of paraplanning professionals that are driven to uphold the outstanding service and quality of work we are known for.

STEP THREE

STEP FOUR

SOA Submitted for Review

Following an internal review to ensure your SOA is of the highest standard and meets your specific compliance standards and business rules, the completed SOA will be uploaded to our shared folder and you will be notified the document is ready for you to review.

STEP FOUR

STEP FIVE

Amendments (if required)

Should there be any amendments required to the SOA, you can simply submit a paraplanning amendment request through our online form and upload all further documents to our shared folder.

STEP FIVE

STEP SIX

Job Complete

Following confirmation from you that you are happy with the SOA, the job will be considered complete. We aim to be an extension of your team, producing work that fits in seamlessly with your style.

Please note that we only keep the SOA until you confirm it as being complete or after 7 days.

STEP SIX

STEP ONE

Book a Time to Connect

Book a time for a chat with our Founder and Managing Director, Charles Cooch, using the easy online booking system. You’ll be able to discuss your paraplanning needs and find out how outsourcing some of your financial services to us will improve your own business.

STEP ONE

STEP TWO

Onboarding and Introductions

We will guide you through the onboarding process to ensure you are ready to go for your first submission. This includes an online meeting with our Senior Management to ensure a smooth transition for your advisers.

STEP TWO

STEP THREE

You are Ready to Go

Once onboarded, we will be ready to accept your SOA requests and other outsourced financial services and will begin working with you to streamline your financial business. In joining the One Degree Paraplanning family, you will be served by a team of paraplanning professionals that are driven to uphold the outstanding service and quality of work we are known for.

STEP THREE

STEP ONE

Book a Time

STEP ONE

STEP TWO

One Degree Review

Our team of paraplanning professionals will review your dealer group needs and systems, including software requirements, existing SOA production process, document templates and more.

This ensures we can accurately and efficiently provide the outstanding service and quality of work we are known for and meet your needs exactly.

STEP TWO

STEP THREE

Onboarding

We will then guide you through the onboarding process to ensure you are ready to go for your first submission. This includes an online meeting with our Senior Management to ensure a smooth transition for your advisers.

STEP THREE

STEP FOUR

Ready to Go

Once onboarded, we will be ready to accept your SOA requests for your group in line with your specific compliance standards and business rules. We aim to be an extension of your team, producing work that fits in seamlessly with your style.

STEP FOUR

Our Process

Submit Paraplanning Request

Quote and ETA

SOA in Construction

SOA Submitted for Review

Amendments (if required)

Job Complete

Book a Time to Connect

Onboarding and Introductions

You are Ready to Go

Book a Time

One Degree Review

Onboarding

Ready to Go

Your Paraplanning Specialists Servicing Australia-Wide

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