What We Do

Financial Modelling

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Comprehensive Financial Modelling Services

Our skilled paraplanners are able to meet all your financial modelling needs, whether it be complicated scenario testing, long-term capital adequacy projections or simply a look at the impact of a client’s cash flow or super balance as a result of a recommendation.

Accessing software that can execute this financial modelling is not cheap, and the costs are often prohibitive for larger and smaller businesses alike.

How Financial Modelling Services Can Help You & Your Clients

How One Degree Paraplanning Can Help

At One Degree Paraplanning, we understand the importance of financial modelling services for businesses of all sizes. Our skilled paraplanners are able to provide you with a valuable solution: access to the software used in financial modelling at an affordable price, and a dedicated team to help wield it.

Whether it’s complicated scenario testing, long-term capital adequacy projections, or analysing the impact of a client’s cash flow or super balance due to a recommendation–we can get the job done quickly and efficiently. We use advanced technology and experienced professionals to guarantee satisfaction every time.

Who we help

For businesses that don’t have the time or access to expensive financial modelling software, One Degree Paraplanning is the perfect option. Our paraplanners are committed to providing top-notch service at an affordable rate so businesses can stay within budget while achieving their desired results without sacrificing quality.

Put your trust in One Degree Paraplanning today and let us make financial modelling easy and accessible!

Frequently Asked Questions

Financial modelling is creating a summary of a client’s expenses and earnings that can be used to calculate the impact of a future event or decision due to financial advice.

This means as a financial planner or adviser, you need to be able to support your recommendations with comprehensive, robust financial modelling to illustrate to your client how your advice will place them in a better position.

Our financial modelling services cover all aspects of financial planning including:

  • Cashflow
  • Investment
  • Superannuation (including Defined Benefit accounts)
  • Retirement
  • Debt
  • Centrelink
  • Aged Care
  • SMSF (including borrowing)

Our vast paraplanning experience from working with over 20 different dealer groups and 100 financial advisers allows us to recognise that it is not a one-size-fits-all approach when it comes to delivering you the financial modelling you need.

All our paraplanners are very experienced with XTools+ and use this software to complete all financial modelling.

By using One Degree Paraplanning for your financial modelling needs, you can leverage off our years of professional experience and access to the best modelling software available, at a fraction of the cost of obtaining a software licence yourself.

Our paraplanners are highly experienced and skilled at financial modelling to meet your compliance needs, business rules and style preferences.

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Testimonials
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The team at OD are an integral part of my Financial Planning business and have been for over 3 years. I’ve been outsourcing my advice documents for the last 12 years, it was an easy business decision to make as it allowed me more time to be in front of my clients. I’ve used many different Paraplanning services over my time, most have been acceptable but not great. Charles, Jasmine and the crew know me and my business well. Their SOA construction, modelling, research and advice articulation is second to none. With the industry forever changing, having a business partner like OD allows me to be dynamic (all areas of advice), compliant and most importantly gives me back my time which we all know is the most valuable thing of all.
Alex Brown
Alex Brown
Adviser - MRH Financial Services
Charles and his team are phenomenal. We rely heavily on them to build a range of both simple and complex formal advice documents. They do so quickly and efficiently with minimal fuss using our templates. I would highly recommend using this service to all planners seeking to outsource this service. We have bene using them for many years now and it has made our lives so much easier
Anthony Stedman
Anthony Stedman
Resources
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Smiling Indian Woman Holding Reading Paper Letter Sit At Table
Who Can Provide a Statement of Advice?
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 […]
Couple Managing Finances.
When is a Statement of Advice Required?
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 […]
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What is Financial Modelling? A Paraplanner’s Guide
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 […]
Statement Of Advice On Bench
What is a Statement of Advice & Do You Need One?
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. […]
Paraplanner Discussing Financial Services
What is a paraplanner?
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 […]
Explaining how to choose the right paraplanner using laptop
How to choose the right paraplanner for your business
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 […]
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