Paraplanning and Administration Services

Paraplanning 

Drawing on a remarkable collective experience of 40 years in Paraplanning, Matthew and Shane possess the expertise to provide comprehensive assistance with various essential financial documents, including but not limited to:

  • Statements of Advice
  • Records of Advice
  • Strategy Documents
  • Illustrations Reports

Our services encompass a wide range of financial strategies, covering diverse areas such as:

  • Superannuation Rollovers
  • Personal and employer superannuation contributions
  • Superannuation Splitting
  • Self-Managed Superannuation Funds (SMSFs)
  • SMSF Gearing
  • Managed or Direct Investments
  • Separately and Individually Managed Accounts
  • Transition to Retirement Strategies
  • Account Based Pensions
  • Guaranteed Income Streams
  • Investment Bonds
  • Life Insurance
  • Estate Planning, including Wills, Powers of Attorney, Guardianship, and Testamentary Trusts
  • Company and Family trust structures
  • Personal Gearing and Margin Lending
  • Debt Management
  • Budgeting
  • Debt Recycling

And much more…

If you require assistance with a specific matter not mentioned above, we encourage you to contact us. Our dedicated team at mnh Paraplanning and Administration will promptly address your needs and ensure you receive the support you require.

Administration 

Are you exhausted from spending countless hours on the phone, wrestling with fund managers to ensure paperwork is being processed, or gathering crucial information about your clients’ accounts? Do you find yourself in need of assistance when it comes to comparing superannuation and insurance products or obtaining insurance quotes? Look no further; we have a solution for you – submit a work request.

Our highly skilled administration department is well-equipped to handle a wide range of tasks, including:

  • Pre-Prospect Appointment: Assistance in preparing for client appointments, including gathering necessary documentation and information.
  • Post-Prospect Meeting: Support in reviewing and organising information gathered during the initial client meeting.
  • Pre-SoA/RoA Delivery Meeting: Collaborating with financial advisors to prepare to deliver the Statement of Advice (SoA) or Record of Advice (RoA).
  • Post SoA/RoA Presentation Meeting: Providing administrative assistance in following up with clients after the presentation of the SoA or RoA to address any queries or gather feedback.
  • Advice Implementation: Supporting the implementation of the recommended financial strategies, including managing necessary paperwork, liaising with product providers, and facilitating the transfer of assets or funds.
  • Annual Review Preparation: Assisting in preparing and compiling materials for annual client reviews, including updating client records and summarising performance data.
  • Post Annual Planning Meeting: Providing administrative support after the annual planning meeting to address action items, implement adjustments to the financial plan, and update documentation accordingly.

Our experienced administration team is here to alleviate your administrative burdens, allowing you to focus on delivering exceptional financial planning services to your clients. Simply send us a work request, and we will promptly address your needs, providing you with the support you require every step of the way.

Our Process is Simple

  1. Submit a customised and user-friendly work request, along with all the necessary documents, effortlessly through our complimentary Advisor Portal or by sending us an email. 
  1. Upon receiving your work request, we will diligently assess the details and, if needed, seek additional information or clarification. We may also offer recommended strategies when appropriate, ensuring a comprehensive understanding of your requirements. 
  1. Rest assured that our team of experienced senior staff members will thoroughly review and finalise the completed work within a timeframe of 5 to 7 business days. Once done, we will promptly email you a Word copy for your careful examination and consideration.