Financial Advice

Paraplanning

Improve profitability by spending more time with prospects and clients and less time on back-office functions.

A key opportunity to achieve sustainable efficiency is to engage a paraplanning solution to produce your advice documentation.

Centrepoint’s paraplanning solution provides a customised service delivered by accredited RG146 compliant paraplanners.

We partner with a number of industry-leading paraplanning providers who have been trained specifically on our compliance standards and financial planning software, Compass.

All advice documentation is produced by RG146 compliant paraplanners, peer-reviewed by senior paraplanning staff and quality checked by a Certified Financial Planner prior to release.

We’re continuing to develop our panel of paraplanning providers so we can ensure maximum alignment to the needs and preferences of our adviser community. We’d love to receive your feedback on paraplanning providers you’ve worked with and would recommend.