Spend More Time Advising Clients. Less Time Preparing the Advice.
Your expertise is in understanding your clients, developing financial strategies and helping them achieve their financial goals. Let us help with the research, paraplanning and documentation that support your advice.
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Your Virtual Partner helps financial planning practices access skilled, dedicated support so you can focus on what matters most – your clients and the quality of your advice.
Book Your Free Discovery CallYour Time Is Valuable. Your Advice Workflow Shouldn't Slow You Down.
Running a financial planning practice involves much more than meeting clients. Behind every recommendation is research, analysis, preparation and documentation.
From preparing Statements of Advice and Records of Advice to researching investment strategies and documenting risk considerations, the workload can quickly take time away from servicing clients and growing your practice.
How much of your week is spent preparing advice documents, researching investment options, updating client files and completing supporting paperwork? We can help you with the workload behind the advice.
Book Your Free Discovery CallSpecialised Support for Financial Planning Practices
SOA and ROA Preparation Support
Get assistance with the preparation and organisation of advice documentation, including:
- Drafting and formatting Statements of Advice (SOAs).
- Preparing Records of Advice (ROAs) based on adviser instructions.
- Collating client information, objectives and financial circumstances.
- Preparing supporting schedules, tables and calculations.
- Documenting strategy comparisons and supporting research.
- Checking documents for completeness against your practice templates and checklists.
- Organising client files and supporting documentation for adviser review.
Investment Research and Strategy Support
Give yourself more time to consider your clients' financial needs and develop appropriate strategies.
Your VA can assist with research and preparation relating to:
- Investment products and managed funds.
- Shares, ETFs and other investment options.
- Superannuation products and investment options.
- Asset allocation and portfolio diversification research.
- Investment strategy comparisons.
- Historical investment performance and market research.
- Fees, costs and product feature comparisons.
- Research summaries to support your strategy development.
Risk Management and Client Profile Support
Understanding and documenting a client's risk position is an important part of the financial planning process.
Your VA can assist with:
- Collating and organising client risk profile questionnaires.
- Preparing risk tolerance and risk capacity summaries for adviser review.
- Researching investment risks and product risk characteristics.
- Preparing supporting risk comparison tables.
- Documenting portfolio diversification and asset allocation considerations.
- Organising insurance information and supporting documentation.
- Maintaining client risk profiles and relevant records.
Paraplanning and Practice Administration
Beyond advice preparation, your VA can help keep your practice organised and your workflow moving.
- Client onboarding and fact-find preparation.
- Superannuation and investment research.
- Insurance and product research.
- Client file management and CRM updates.
- Review meeting preparation.
- Implementation administration and follow-ups.
- Client correspondence and appointment coordination.
- Maintaining document libraries and workflow records.
Your financial planner remains responsible for assessing the research, determining the appropriate strategy, approving advice and ensuring all advice meets applicable professional and regulatory requirements. Your VA provides the preparation and administrative support that helps make that work more efficient.
Build Your Practice Without Building Your Overheads
Employing additional onshore staff can be a significant expense for a growing financial planning practice.
At Your Virtual Partner, we help Australian financial planning businesses access skilled Filipino talent at a more sustainable staffing cost.
Whether you need a dedicated paraplanner, investment research assistant or financial planning administrator, we can help you find the right support for your business requirements.
You can increase your practice's capacity without immediately taking on the full cost of expanding your local team.
Dedicated paraplanner
Investment research assistant
Financial planning administrator
We Don't Just Recruit. We Help Manage Your Staff.
Finding the right person is only the beginning.
Your Virtual Partner supports the staffing relationship through:
The staffing relationship
- Recruitment and candidate matching
- Onboarding and integration into your practice
- Payroll administration
- Leave management
- Performance management and ongoing support
You concentrate on your clients and your practice. We help manage the people supporting your operations.
What Could You Achieve With More Paraplanning Support?
Imagine having more time to:
- Meet with prospective clients.
- Develop stronger client relationships.
- Review existing client portfolios.
- Focus on investment strategies and financial outcomes.
- Build referral partnerships.
- Grow your funds under advice and your practice.
Your value as a financial planner is in your expertise, your judgement and the relationships you build with clients. You shouldn't have to spend so much of your time buried in the paperwork behind it.
Let's Give Your Practice the Support It Needs.
Whether you need assistance with SOAs, ROAs, investment research, risk documentation or ongoing paraplanning support, Your Virtual Partner can help you find the right person.
Book a FREE discovery call and let's discuss your practice, your current workload and where additional support could make the biggest difference.
Book Your Free Discovery Call
Takes less than a minute.
Skilled people. Better support. More room to grow.