You'll know who's doing your work
You are matched to a named person, and you speak with them before any work starts. If the match is not right, we change it.
Meet the teamHand us the file Monday. SOA drafted Wednesday. Implemented next Monday.
Paraplanning, implementation and administration for Australian advice practices. We draft the Statement of Advice in your templates, then handle the rollovers, the super follow-ups, the insurance underwriting and the Centrelink forms through to completion.
2 weeksfrom first call to work starting
2 daystypical draft turnaround
33+advisers work with us
What do you need?
Paid per plan. You send a case, we quote it before we start, and the draft comes back in two business days.
Book a free 20-minute consultationSend one a month or twenty. Nothing to sign up to.
Licensees
Centrepoint Alliance · Lifespan · Personal Financial Services · Akumin
Software
Xplan · AdviserLogic · Plutosoft · Worksorted · Midwinter
Platforms
BT Panorama · CFS · AMP North · HUB24 · Netwealth · Macquarie Wrap · Praemium
What we can take off your desk
Advice documents are priced per plan. Support staff are hired by the day, from two days a week.
Per plan
Advice documents
You pay per document. Cost moves with your advice volume.
Per day
Support staff
One person working the same days for you each week, from two days.
An implementation and file prep officer
Prepares the file before the paraplanner starts: statements from super funds and insurers, super research, insurance quotes and pre-assessments. Then lodges the applications and follows them through to in force.
A client services officer
Client emails and enquiries, review scheduling, rollovers and withdrawals, and annual fee consents.
An insurance and investment administrator
Application lodgement, underwriting follow-up, policy alterations, claims paperwork and fund reconciliations.
A Centrelink and aged care officer
Age Pension claims and reassessments, account-based pension schedules, aged care fee estimates and RAD and DAP paperwork.
Our 54-point vetting checklist
Every document we draft is checked against a 54-point vetting and compliance list before it is returned. The list is available to you, whether or not you work with us.
PLTCo's paraplanning and administrative support has become an important part of our business. The quality of their work, quick turnaround times and willingness to help have made a real difference to our ability to efficiently serve our clients. It's a pleasure working with the team.”
Pricing
Published so you can judge whether we are in your range before you get in touch.
Per plan
$155 + GST
Scaled advice
Single-issue advice on one topic, such as a contribution, a rollover or a straightforward insurance change.
- Record of Advice or scaled SOA
- Back in two business days
Per plan
Quoted same day
Comprehensive advice
Full Statements of Advice across retirement, super, insurance and investments. Priced on complexity. Quotes are returned the same business day, before any work starts.
- Projections and product research included
- Checked against the 54-point list
- No minimum volume
Per day
Day rate · from 2 days
Support staff
Implementation, client service, insurance administration or Centrelink. Minimum two days a week. The day rate depends on the role and is confirmed on the first call.
- Same person every week
- Australian business hours
- 30 days' notice to change
All prices in Australian dollars, excluding GST. Nothing is invoiced that has not been quoted and agreed in advance. Turnaround times apply to standard advice from a complete brief; complex and specialist cases are quoted with their own timeframe before work starts.
Common questions
How does the pricing work?
Advice documents are priced per plan. Scaled advice starts at $155 + GST. A comprehensive Statement of Advice is quoted on complexity and we come back the same day, before any work starts. Support staff are priced per day, minimum two days a week. Plenty of practices use both.
Is it really Monday to Monday?
For a straightforward case, yes. Two business days for the draft once we have a complete brief, then implementation lodged inside the following week. Complex or specialist advice takes longer and the timeframe is confirmed when we quote. Your review time is not counted, and if we need to come back to you for missing information the clock pauses until we have it.
Why isn't paraplanning charged by the day?
Advice volume varies from month to month, so a per-plan price means you only pay when there is a document to write. Administration is continuous, so a day rate is simpler and usually works out cheaper for that work.
Can you turn something around faster?
Sometimes. Priority turnaround depends on the queue that week and carries a surcharge. Contact us before sending the case and we will confirm whether the date is achievable.
Can I try before I commit?
Yes. The sequence is: confidentiality agreement, our data-handling policy provided to your licensee, then an agreed method for transferring the file. After that, one advice document drafted or one week of administrative support, at no charge. A de-identified file is fine if you would prefer not to share client details at that stage.
Does this cause a problem with my licensee?
PLTCo does not hold a financial services licence and does not provide advice. We prepare documents and complete administration on the adviser's instructions. Strategy, product selection and sign-off remain with the adviser. We provide this in writing and complete your licensee's due-diligence questionnaire on request.
Where are your people based?
The founders are in Melbourne and Adelaide. Our paraplanning and administration team works from our own office in the Philippines, during Australian business hours, inside your software. This is also stated in our privacy policy.
What if my person leaves?
Our staff are permanent employees rather than contractors, so turnover is low. Where it does occur, a team member already briefed on your account takes over and we notify you before the change.
What if I want out?
Thirty days' notice. No exit fee, no minimum term.
The team is on the team page.
Not sure which role you need?
Tell us what the practice is dealing with and we'll recommend where to start.
One week · no charge
Free trial
One advice document drafted, or one week of administrative support, at no charge. The confidentiality and data-handling steps are completed first.
- We sign a confidentiality agreement and send you our data-handling policy
- Your licensee signs off, and we agree how the file moves securely
- Then: one advice document drafted, or a week of admin support
- Completed in your templates and software, reviewed by a team lead before return
- No payment details and no contract. The work is yours regardless.
A de-identified file is acceptable. One trial per practice. Complex or specialist advice may require a scoping call first.
54
54-point vetting checklist
Every advice document we draft is checked against these 54 points before it is returned. The checklist is available to any practice on request.
- Scope, instructions and client objectives
- Projections, assumptions and product research
- Fee disclosure and replacement comparisons
- File notes, evidence and audit trail
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