Outsourced Paraplanning Services For Financial Advisers.
We help financial advisers save time and focus on their clients by providing high-quality paraplanning support. Our expert team delivers comprehensive solutions tailored to your needs.
Finance , simplified for the digital age—smarter, faster, and secure by design. Powering the future of money, today.
Our Key Strengths
Fastest SoA Turnaround Time
Most paraplanning companies take weeks for SoA turnaround; advisers need quick, efficient paraplanners to meet tightening industry deadlines.!
Team Of SMSF Experts (TOSE)
VisuPlan's SMSF experts deliver precise, personalised SoAs with unmatched accuracy and tailored financial solutions.
Quality Assurance Process
VisuPlan follows a rigorous quality assurance process, ensuring every SoA is compliant, accurate, and tailored to clients' specific needs.!
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Years of Experience
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Plans Completed
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Trained Resources
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Clients Satisfaction
ABOUT VISUPLAN
VisuPlan is a professional paraplanning service provider offering expert financial planning solutions, SMSF expertise, and comprehensive SoA services. We combine technical knowledge with efficient processes to deliver high-quality paraplanning support to financial advisers, helping them focus on their clients while we handle the technical aspects of financial planning.
About Us →
Process Infographic
How we work with financial advisers to deliver exceptional paraplanning services
Submit
Submit the task along with instructions by emailing us.
Communicate
We acknowledge the task request and communicate the turnaround time, costs and initial queries.
Delivery
Submission of the task along with all supporting documents.
Review
Ongoing monitoring and adjustments as needed
Feedback and Rating
Adviser provides feedback and rating for the task.
Our Core Services
Choose the perfect investment plan that suits your financial goals and risk appetite.
PARAPLANNING SERVICES
Perfect for beginners looking to start their investment journey with minimal risk.
PARAPLANNING REVIEW
Balanced portfolio for moderate risk takers seeking steady growth.
RESEARCH & TECH SUPPORT
VisuPlan is happy to provide technical support and knowledge to advisors.
STATEMENT OF ADVICE (SOA)
SOA provides tailored financial advice aligning strategies with clients' goals.
RECORD OF ADVICE (ROA)
RoA summarizes ongoing financial advice updates for existing clients concisely.
PRODUCT COMPARISONS & ANALYSIS
VisuPlan efficiently compares super or insurance products' costs and features.
PARAPLANNING SOFTWARE EXPERTISE
YOU GET TO CHOOSE
Our Flexible Pricing
CHOOSE A PLAN THAT'S RIGHT FOR YOU.
Ad Hoc Service
Flexible, pay-as-you-go paraplanning support for on-demand needs.
- ❌ Dedicated Paraplanner
- ❌ Priority Turnaround Time
- ❌ Unlimited Amendments
- ✔️ Access to Skilled Paraplanners
- ✔️ Ongoing Support & Collaboration
- ✔️ No Long-Term Commitment
Part-Time Dedicated Paraplanner
A committed paraplanner for consistent support without a full-time commitment.
- ✔️ Dedicated Paraplanner
- ✔️ Priority Turnaround Time
- ✔️ Unlimited Amendments
- ✔️ Access to Skilled Paraplanners
- ✔️ Ongoing Support & Collaboration
- ✔️ No Long-Term Commitment
Full-Time Dedicated Paraplanner
Exclusive, full-time paraplanning assistance tailored to your business.
- ✔️ Dedicated Paraplanner
- ✔️ Priority Turnaround Time
- ✔️ Unlimited Amendments
- ✔️ Access to Skilled Paraplanners
- ✔️ Ongoing Support & Collaboration
- ✔️ No Long-Term Commitment