How it Works

The Paraplanning Journey

How it Works

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
  • You can either book below or call us to arrange a time
  • During the onboarding process we may ask for samples of your SOA's and other client correspondence to ensure that your first request with us is consistent with your current output
  • We will ask for your AFSL, ABN and ASIC Adviser Register Number
  • We will arrange with you for access to your CRM and Modelling tools (e.g. XPlan, Adviser Logic and PlutoSoft)
  • We may ask you to register to our site as a member this will allow you to manage your service bookings and give you direct access to our form's library
BOOK NOW

Completing your paraplanning request

  • You will complete our paraplanning request form for submission
PARAPLANNING REQUEST FORM

Booking your brief

  • Book in a time to discuss/go over your request
  • Note - An upfront fee will apply and charged separately for this time. However, we will reduce quote invoice accordingly. I.e. if quote calculates to $500 and booking fee of $30 charged your invoice will be reduced to $470
BOOK NOW

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
GET A QUOTE

Lodging your paraplanning request

This is as simple as sending through via email your completed paraplanning request and the following:

  • Completed fact find of the client(s)
  • Insurance Needs Analysis - as determined by advice
  • Any strategy papers and file notes related to the advice
  • BID/safe harbour working papers and statements
  • Current investment statements - as determined by advice
  • Current superannuation statements - as determined by advice
  • Current insurance statement / certificate of currency - as determined by advice
  • Product research - including like for like comparisons of existing and alternatives (this step can be outsourced if adviser platform access logins are provided)
  • Any other related working papers
EMAIL YOUR PARAPLANNING REQUEST

We review your request

  • Within 24 hours your request will be reviewed by us

We will contact you with any questions or concerns

  • We will contact you by your preferred method to discuss any questions we may have about your request

We will complete and return document along with invoice.

  • Basic and Standard SOA's and ROA's will have a 5 business day turn around
  • Complex advice including Trust and SMSF advice will be on a 7 business day turn around
  • Administration and modelling will be on a case by case basis, but generally no more that 2 business days

On receipt you will review document

  • Upon review you will determine if no changes or change of document is required

If no change is required

  • Work is finalised and invoice paid by adviser

If change is required

  • Any changes to document will be turned around in 24-48 hours depending on work required. If major changes needed return time will discussed. All work covered by initial quote and invoice
  • If change is due to a change in strategy by the adviser this will be considered as a rework request and charged out as new work with additional fee on top of initial invoice
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