Category: Paraplanning

How to Claim a Tax Deduction for Personal Super Contributions Whether you’re looking to grow your retirement savings or manage your taxable income more effectively, knowing how..

Compare in-house paraplanners vs. outsourced paraplanning services. Find out cost, quality, compliance and other factors to help make the right choice in 2025.

As financial planning grows in importance, so too does understanding the cost of professional advice. In 2025, Australians can expect to pay anywhere from $500 for one-off guidance to over $5,000 for ongoing support, depending on the complexity of their needs and the advisor’s fee structure. This guide breaks down the most common pricing models—fee-for-service, asset-based, commission, and hybrid while offering practical insight into average financial advisor costs across the country.

In 2025, financial planning is no longer just about budgeting or superannuation—it’s about building a legacy. With over $3.5 trillion expected to be transferred between generations, choosing the right financial advisor is more critical than ever. Amid a growing landscape of traditional and AI-driven options, the key to finding the right fit lies in asking the right questions. This guide outlines 20 essential questions to ask your financial advisor, helping you evaluate their approach, values, and relevance in today’s complex financial environment.

Outsourced paraplanning services help financial advisors manage rising workloads, reduce costs, and stay compliant—freeing them to focus on client relationships and strategic growth.

A Statement of Advice (SOA) is a vital document that ensures transparency, compliance, and professionalism in financial planning. It outlines tailored financial strategies, product recommendations, risks, and costs while adhering to ASIC regulations. Paraplanners play a key role in SOA preparation, enabling financial advisers to provide structured, compliant, and client-focused advice efficiently. A well-crafted SOA enhances trust and clarity, making it an essential tool in the financial services industry.

Financial planners juggle strategy, compliance, and paperwork—but what if working smarter, not harder, was the key? BSG’s outsourced paraplanning streamlines financial planning with expert research, compliance checks, and documentation. Free up time, enhance accuracy, and focus on growth while we handle the details. Experience the power of seamless support and see real results!

Paraplanning plays a crucial role in financial planning, offering vital support with research, compliance, and report preparation. But should you choose in-house or outsourced paraplanning? This blog explores the advantages of outsourcing, including cost savings, access to skilled professionals, and flexibility, alongside potential challenges like data security and quality control. Discover how outsourcing paraplanning services can help your firm enhance efficiency, focus on client relationships, and scale seamlessly. Whether you’re considering options in Melbourne or Sydney, learn the key insights to make an informed decision.

Outsourcing paraplanning services is transforming Australia’s financial advisory landscape. By delegating tasks like compliance checks, financial planning, and client reviews, financial advisors can save time, cut costs, and boost productivity. Brokers Support Global leads the market with tailored solutions for mortgage brokers and advisors, offering expertise, seamless workflow integration, and quick turnarounds. Discover how outsourcing empowers advisors to focus on client-centric strategies and drive business growth.