Paraplanning
A plug-in paraplanning team for Australian advisors.
SOAs, ROAs, and research — drafted carefully, delivered on time, in the format your licensee expects. No retainer required.
Who this is for
Single-adviser practices and small advisory firms that need consistent paraplanning capacity without hiring in-house. We work in your file format, follow your house style, and treat your client documents as your IP — not ours.
What this isn't
We don't give advice — that stays with you. We don't run client meetings, hold AFSL responsibility, or replace a CSO. We draft the document so you can spend more of the week with clients and less of it in Word.
From the kitchen
All posts →Working notes from the desk — process, decisions, the small calls that shape an SOA.
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Article
How we structure an SOA file before we write a word
Before any drafting starts, we set up the working file in a fixed shape. Five folders, predictable names, version-controlled. The structure is boring on purpose — surprises in process leak into surprises in advice.
~1 min read #from-the-kitchen#process#soa -
Article
From the kitchen — what this is, and what it isn't
A short intro to the from-the-kitchen series. Working notes from a paraplanning desk — process, decisions, and the small calls that shape an SOA. Not advice, not marketing.
~1 min read #from-the-kitchen#process#paraplanning
Briefing a job
Have a job in mind? The fastest path is a short email — what the client needs, when you need it, and any house-style notes. We'll come back same-day with a yes, a no, or a "yes, here's when".