Paraplanning
Whether you’re running a small advice practice or managing a larger team, paraplanning demands can fluctuate. You might not have enough ongoing work to justify a full-time paraplanner, or you may simply need extra support when your team reaches capacity.
Paraplanning
If you run a small or medium-sized business, you might not have a workload that justifies the expense of having an in-house paraplanner on a full-time basis. Conversely, if you are a larger business with paraplanners on staff, there may be instances where the workload surpasses their capacity.
If you’re in need of a paraplanner, that’s where we can assist.
As an AMAFA adviser, you’ll have access to our professional paraplanning service, delivering high-quality Statement of Advice (SOA) documents quickly and cost-effectively. This support helps you reduce recruitment and training costs, boost team productivity and deliver precise, compliant SOAs to your clients with confidence.
We maintain a four-business-day turnaround, so you can stay responsive and keep your client relationships on track.
Interested in becoming an AMAFA adviser? Reach out to find out more.
At AMAFA, our expertise lies in creating high-quality Statement of Advice (SOA) documents promptly and cost-effectively.
Partnering with us enables you to save substantial amounts on recruitment and training expenses, enhance the productivity of your existing team, and furnish clients with precise, comprehensive, and fully compliant SOAs.
We are committed to maintaining a four-business-day turnaround, ensuring that you can reconnect with your clients in a prompt and responsive manner.
Matthew Prentice
Madd Life
Working with AMAFA as our licensee for several years now has been a very positive experience, and we’ve been able to grow our business into what it is today thanks to their support.
Michael Ord
Coremotion Financial Services
Since I joined AMAFA, I have been able to get on with the business of doing business in a compliant, friendly, and capable manner. Being a boutique dealer group has allowed them to move with the times, stay ahead of trends, and work collaboratively with us to run a better business.
Danielle Coventry
Engage Financial Planning
AMAFA is a very supportive and collaborative licensee. I have been with AMAFA since 2014, when I was establishing my business. Throughout that time, the team at AMAFA have supported my evolving needs, providing support whenever called upon and always being responsive to anything I have ever asked.
The community of advisors they have created is more like a supportive family, filled with people you can speak to for peer-to-peer support as your business grows.
I would recommend AMAFA to any prospective business looking for a great licensee to partner with.
Marybeth Banks
MB Financial Group
Our business would not be where we are today without Keith & Cheri and the support that we receive from AMAFA. Being solely in the Financial Planning industry my whole working life – it was all I knew – so the thought of venturing into Mortgage Broking was, at first, daunting. However, with the guidance, systems, and processes made available by AMAFA, we’ve managed to grow our finance side of the business exponentially!
Mortgage Broking brings the clients to MBFG, and Financial Planning is just a part of the process for all clients to ensure they receive the holistic advice that everyone should experience. After all, we have all the Fact Find information when doing the Financial Plan, so it just makes sense!
I’d recommend taking the leap to anyone, and I am so thankful that we did this with AMAFA!
Ken Filbey
Ken filbey Financial Services
For the short time I have been with AMAFA, I have noticed a significant difference in the ease of doing business compared to my previous Licensee. I now have reduced stress within me and the business.
The AMAFA team are always there for our business, and when you need things done, as well as systems training, they are very prompt in coming to help you.
Most importantly, I have saved a significant amount on license fees and reduced admin. The ease of doing business now also frees us up to write more new business.