Here to help your business.

Partnering With You to Grow Your Business!

JPM Paraplanning is an Australian based outsourced paraplanning service that focuses on providing the support that you, the adviser, need to create and implement comprehensive financial plans in a cost-effective manner. Freeing up your time to focus on your clients, your business.

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Advice Document Preparation

Modelling and Projections

Product Research

Plan Check

Owner and Principal Paraplanner

Josh Martin

Boasting over two decades of expertise in the financial sector within Australia and the UK, Josh has been instrumental in bolstering adviser support since 2009. His roles have spanned across diverse financial planning firms, serving as an in-house paraplanner and Authorised Representative for several Licensees. Josh's extensive skill set, encompassing client services, product research, and the crafting and delivery of advice, positions him as a valuable asset in delivering precise, compliant, and client-centric advice.

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HOW IT WORKS

The Paraplanning Journey

SEE WHOLE JOURNEY

Onboarding

When you first contact JPM Paraplanning we will arrange a time to go through an onboarding process to determine the level of service you require. This will generally be an hour and is complimentary at no charge.

Completing your paraplanning request

You will complete our paraplanning request form for submission

Use our quoting tool

You can then use our quote tool to get an estimate of the service price based on number of strategies included in your paraplanning request.

Our Pricing Philosophy

  • We have based our quoting tool on an hourly rate, estimating time taken per strategy with consideration of complexity of advice. 
  • We endeavour to be competitive with the rest of local market on price and can be flexible on a case-by-case basis. 
  • We do not try to compete with overseas outsourced services.
  • Discounts can be negotiated based on volume of work provided. 
  • Alternative pricing for minimum 6-month fixed term contracts can be arranged.
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