Financial Paraplanning

AFGS Paraplanning is the one-stop solution for all financial advisers across Australia who want to present powerful reports to their clients. At AFGS Paraplanning, we not only work as a paraplanner, but we help the advisers to formulate the smart goals, objectives, and strategies so that advisers can invest their precious time to grow their business.

At AFGS Paraplanning, we do not limit our services to just writing the Statement and Record of Advice documents but we do provide pre and post SOA services as well. Choosing our services, ensures you can save approximately 70% to 80% on your costs.

Our paraplanners have several years of experience which allows AFGS to provide the support to the financial adviser. It’s everything that an adviser might do, other than attending client meetings and writing up basic meeting notes. To benefit from our Associate Adviser Services, all that we request is a copy of the file notes from your client meeting. From here, we take care  of the rest for you. This will ensure that you free your energies and enable you to focus on building your brand and providing higher value added services for your clients.