Five roles, each staffed by people who have worked inside Australian advice practices. Most clients start with one and add others as the practice grows.
Advice documents drafted in your templates, quoted before we start, and returned in two business days for a standard case.
Each case is quoted individually and you pay per document, so cost moves with your advice volume rather than sitting as a fixed salary. Every file goes through our 54-point vetting check before it comes back to you. That check covers completeness and consistency; compliance approval remains with you and your licensee.
Send us a case to quotePreparing the file before the paraplanner starts, and carrying the case through to in force once you have signed off.
Implementation and file preparation account for most of the administrative hours in an advice practice. Our implementation officers collect the information, run the product research, obtain quotes, lodge the applications and follow each one through with the provider until it is complete. Every contact is recorded in your CRM.
Add an implementation officerA dedicated client services officer for your practice, working set days each week from two days.
Our client services officers have held this role in Australian practices before joining PLTCo. They work inside your CRM and your email, follow your file standard, and manage the day-to-day contact with clients and product providers between review meetings.
Add a client services officerNew business, underwriting follow-up and policy administration, handled from application through to in force.
Our insurance and investment administrators have worked across the full cycle, from researching cover through to underwriting. They manage outstanding requirements, alterations, claims paperwork and fund transactions, and they follow each item through with the provider without needing to be prompted.
Add insurance admin supportAge Pension, aged care and Veterans' Affairs paperwork, handled under written client authority.
Our Centrelink and aged care officers work with Services Australia and My Aged Care every day. They know the forms, the evidence requirements and the processing times, and they record every update in your CRM so the adviser always knows where a case is up to.
Add Centrelink supportAdvice documents are priced per plan. Support staff are priced per day. Many practices use both.
| Advice documents | Support staff | |
|---|---|---|
| How you pay | Per plan, quoted before we start | Per day, from two days a week |
| What you commit to | Nothing. Send one, send fifty. | Set days each week, 30 days' notice to change |
| Best when | Your advice volume moves around month to month | The admin is steady and never stops |
| A quiet month | No plans, no bill | Drop a day with notice |
| Who you get | A paraplanner matched to your practice | The same named person every week |
For your licensee's due diligence.
We don't hold a financial services licence and we don't give financial, credit or tax advice. Our people never use a client's myGov login, never present themselves as the client or the adviser, and act only within the written authority a client has given.
Two business days is the standard turnaround for a straightforward case. The clock starts once we have everything we need from you and stops when the first draft lands back on your desk. Business days, Australian time. Your review time doesn't count.
Complex and specialist cases take longer, and the timeframe is confirmed when we quote, before any work starts. Where we need to come back to you for information, the end-to-end time is typically five to ten business days, most of it spent waiting on third parties rather than drafting.
Tell us what the practice is dealing with and we'll recommend where to start.