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Simplify your workload with our seamless outsourced paraplanning solutions. Achieve more with less effort.

Our Services

"Profit from our collective 40 years of Wisdom"

Discover the power of outsourced paraplanning support. Elevate your financial advisory business to new heights.

Paraplanning

  • Strategy Consultation

  • Advice Document Creation

  • Technical Research & Analysis

  • Financial Modelling & Projections

Fuel your business growth with cutting-edge practice management solutions.

Practice Management

  • Process Consultation

  • Digital Transformation 

  • Training & Development

  • Bespoke Projects 

Affordable virtual assistant services to help you achieve more without breaking the bank.

Dedicated Teams

  • Financial Planning Administration

  • SMSF Administration

  • Client Servicing

  • Email Handling

  • Accounting & Bookkeeping

Explore tailored IT support solutions designed to empower financial planners.

IT Support Help Desk

  • Technical Support 

  • Troubleshooting

  • System Administration

  • Cyber Security Solutions

  • What makes ABP special?
    We have a deeper understanding of the nuances of the legislation and business efficiencies which allows us to be more skilled than others in articulating the strategies. Our templates & tools to facilitate advice solutions have been tested and fine-tuned for over the years.
  • How do I get started?
    Get in touch with our Relationship Manager: Ushan at ushan@astutebusinesspartners.com.au for a commitment-free introductory call and trial. We will run you through the simple one-time onboarding process and steps for you to get started with your first SOA/ROA request.
  • How do I send in an SOA request?
    You could email your SOA request’s to paraplanning@astutebusinesspartners.com.au. Our team will provide you with the cost and turnaround time for your SOA/ROA within 24 hours.
  • What are the turnaround times?
    This will vary based on the requirements. The initial document due diligence checks will be completed within 24 hours. On confirmation of this, we aim to deliver the SOA within 5 working days and the turnaround time for ROA’s will be 3 working days.
  • What are the systems you work with?
    Our team is trained on Xplan, Adviserlogic, Midwinter, Astute Wheel, MyProsperity and Plutosoft that being said we are always open to learning new systems as required based on your practice requirements.
  • How will I be charged?
    At ABP we have a transparent pay-as-you-go pricing model, you only pay for the work you do, the average price for an ABP SOA is $350 inclusive of GST, but this will vary based on the complexity of the advice document. Please get in touch with Ushan at ushan@astutebusinesspartners.com.au to receive our pricing brochure. We will issue an invoice every 2 weeks on the 1st and 15th of each month for the work done up to that point. Full payment of the amount due is expected within 7 days by direct debit payment to our bank account.
  • Is there a lock-in commitment?
    No commitment. We operate on a transactional pricing model where you only pay for the services obtained. We will only get into a fixed-term agreement once you are comfortable and confident with us.
  • How do you deal with IT & Data Security?
    At Astute Business Partners we are committed to safeguarding the confidentiality and security of your data and personal information. We have a number of physical and cyber security controls in place. At the same time, our team is provided with up-to-date training on information security, data breaches and privacy policies, as your data is paramount to us. For more info: https://www.astutebusinesspartners.com.au/data-security
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