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At outplan we provide a national outsourced paraplanning service where the focus is on achieving the right outcome for the adviser - winning business.

As such, we provide premium paraplanning services where we are completely flexible in the way that we write Statements of Advice (SoAs). The end result is the creation of a unique, tailored document that meets industry standards of reporting and disclosure as well as meeting the individual needs of your client. We focus on ensuring that your strategies are conveyed in a way that is clear, understandable and most importantly, marketable. The combination of both form and substance present in our plans is what sets outplan apart from the rest of the industry, but don’t believe us, please read what our clients have to say…


Testimonials"

I have used the services of outplan on a number of occasions over the last 16 months. I have found outplan to be exceptionally professional. The value that their service provides is, in my mind, outstanding to my business.

It allows me to provide a macro strategic directive for a client, and then get the very micro or more technical details worked through meticulously by outplan. That is a great model because it frees up my time to focus on clients rather than 'client position optimisation'.

Josh Wilson
B.Bus (FP) CFP
Morgan Wilson Financial Planning

Outplan has given me the ability to control my fixed costs in paraplanning while at the same time dramatically improving the quality and timeliness of my advice to clients. This has freed up time which I have been able to spend productively meeting with new and existing clients.

In addition, Outplan provides me with a unique sounding board for strategy determination – there is simply no other way I could have accessed this level of skill and experience at this price. Outplan has consistently exceeded my expectations, not only in terms of the quality of the SoA, but equally importantly in terms of meeting and beating agreed deadlines.

I recommend Outplan to any financial adviser considering outsourcing their paraplanning requirements.

Mark Lewin
CFP, B Bus (Acc), Dip FP, ASIA
Director and Authorised Representative
Avenue Capital Management

Outplan's Office is located at

Level 1, 189 Kent St
Sydney NSW 2000

Phone: 1300 789 782
Fax: +61 2 8246 6644

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