Our Vision
Our vision is to become the premier provider of paraplanning services for financial advisers.
We seek to empower financial advisors and planners, enabling them to deliver top-quality advice and service to their clients. We are committed to building lasting relationships with our clients and helping them succeed, both now and in the future.
Our Mission
To provide comprehensive paraplanning solutions to financial advisors and planners, tailored to their specific needs and requirements.
To empower our clients with the tools and strategies they need to achieve their clients financial goals.
To deliver exceptional service and build lasting relationships with our clients, helping them succeed in their financial endeavours and exceed their expectations.
Our Values
At Para-Pal, we act as an extension of your team, ensuring every piece of advice we support meets the highest standards. We treat each case with the care and responsibility as if it were our own. With diligence and integrity at the core of everything we do, we prioritise quality and compliance aligned with compliance processes.
Our thorough research, analysis, and report writing ensure that you and your clients receive a reliable, seamless, and outstanding experience.
Commitment and Integrity
Passion and Excellence
We believe in continuous improvement, staying ahead in the ever-evolving financial landscape. While we may not know everything, we know exactly where to find the right answers. We adapt quickly to changes to keep your advice process smooth and compliant.
We don’t just fill templates or follow instructions; we take a proactive, collaborative approach. By offering high-quality, consistent, and cost-effective paraplanning solutions, we aim to be a fundamental part of your success as a 2plan adviser.
Our 7 Steps to Success
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1.
Submit a case using our simple online portal with your very own secure login.
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2.
We will review the file and promptly come back to you with any additional information we require.
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3.
We will complete the research and contact you with any queries.
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4.
We will submit the case and supporting documents to preapproval on your behalf.
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5.
We will action any remedial work on the file which has been flagged by compliance.
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6.
We will write the suitability report.
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7.
We send the report and research securely via our portal.