Welcome to Platinum Paraplanning Services
About Us
Welcome to Platinum Paraplanning Services – We are an independent company offering a nationwide paraplanning service. Our philosophy is to provide high quality compliant Statement of Advice- at a low cost. With extensive experience in the Financial Planning industry, particularly in the areas of Compliance, Technical & Strategy and Writing Statement of Advice, we at … Read more
The Paraplanning Process
Our Statement of Advice preparation process is as follows: Advisor submits a request for Platinum Paraplanning Services to complete SoA via email, fax or website Platinum will confirm receipt of request within 24 hours. We will also advice you of the total fixed cost as well as request any additional information we require. Prior to … Read more
Why Outsource
More and more Financial Advisors are turning to outsourced Paraplanning companies to complete SoA. Some of the key reasons why outsourcing can be so beneficial to your business may include: Increased Revenue: Outsourcing your paraplanning requirements will free up your time and allow you to spend the necessary time required to focus on business development … Read more
