High Quality Statement of Advice and Presentations which enable
effective delivery of advice to clients
We commit to keeping up with the Licensee Standards
which reflect the ever-changing industry legislation
Karen Benfield has identified in 2004 there was a growing need for outsourced paraplanning in the financial planning industry and as such established P2A to fill this need and also dedicate her time to be there for her family. Initially P2A was providing assistance to a small group of Financial Planners as well as 360 Paraplanning and NAB FP when needed.read more
We acknowledge the Dealer Group requires professional organized support for the Adviser network. Read more...
Confirms all relevant documentation have been uploaded into Xplan or via Email
Provide ETA within 24 hours And assigns dedicated specialist
Prepares SOA within Xplan using the most current NAF process. Any problem arises will confer with P2A senior paraplanner/ Adviser
SOA vetted by senior paraplanner prior to delivery
Check SOA and if necessary, provide feedback
No rework required
3-5 Business days
Our Advice Documents are produced to the highest quality standard in the industry and easy to comprehend. This enables advisers to present and deliver recommendations more effectively to clients and helps to foster a strong ongoing relationship.
We have a strong technical team keeping up to date with the latest regulatory changes in the financial arena. This allows us to look at the greater picture to generate multiple scenarios for the advisers to present and identify the optimal strategy for their clients.
Main area of P2A core principle is to have Advice Documents produced to the highest quality as well as up today compliance requirements. We commit to keeping up with the Licensee Standards which reflect the ever changing industry legislation.
P2A is a fast, easy, convenient and cost-effective streamlined solution to your SOA production requirements. Our SOAs can be produced in a timeframe as short as 5 business days so advisers can reconnect with the clients quickly to deliver the SOA presentation and also implement the strategies. Our primary focus in addition to producing SOAs to our advisers in a quick turnaround timeframe are the strategies presented in the SOA whilst maintaining one of the most competitive price offerings in the Australian market.
Karen Benfield has a rich background within the financial planning services industry for over 20 years. During this time, she has worked with NAB private wealth and JBwere for four years and also has 15 years of experience specialising in assisting advisers for meeting their outsourced paraplanning service . Karen has also earned the pinnacle and internationally recognised destination of a Certified Financial Planner in 2004 which she is proud of and sets high standards for herself and demonstrates to her team.
Outside of work, Karen enjoys spending quality time with her family, as well as relaxing and catching up with friends and relatives.
I have been an adviser client of Karen’s for over 5 years. Her technical knowledge and years of experience have been invaluable to me over the years. I have looked to her for strategy feedback many times and I have complete confidence in knowing I can rely on the advice documents she prepares for me.
I have been working with Karen as the principal outsource para-planning organisation for my business for the past 3 years. I have found her dedicated approach and commitment to produce compliant, quality statements of advice to be a real advantage for my business. She is efficient and committed to ensuring quality is maintained, despite the need for reasonable turnaround, which helps us provide quality advice in a reasonable timeframe for our clientele. Read more...
Karen has the ability to listen and understand the adviser, as she is one herself, and can communicate in a manner that every adviser would appreciate and respond to. Given her practical experience she is always at the forefront of strategy and rule changes, and can be relied on to keep up to date in the ever changing advice landscape.
In my experience, I have found Karen to be a consummate professional in her field and will continue to rely on her expertise, to ensure our clients receive quality advice documents into the future. I would highly recommend Karen’s service to other advisers should they need her help.
Having used the services of Karen and P2A for over 5 years, I can attest that Karen has always shown the highest level of client service and professsionalism in every interaction. Karen will always go above and beyond to meet the advisor’s needs.
I would have no hesitation in recommending Karen, particularly as I have used other outsource providers and no one can compare to Karen and P2A.
To all who take the time to read this. I have known Karen Benfield for eight amazing years. The first time we met was to give me a lesson using Visiplan - a much older(and now defunct) system. She nurtured my knowledge and showed the depth of her understanding of her role - to provide quality workmanship of her craft - paraplanning. Read more...
As a planner - I have little patience for the minutiae of plans – the tedious process of ensuring every calculation is correct and the ever consuming (and changing) landscape of compliance.
Karen is not just an outsource paraplanner (albeit that is the title) – she is an integral part of my business - an ear when required, a voice to be heard, a phone call away, and not least of all - a sounding board.
Karen prides herself on her knowledge - that type of knowledge which has been layered through the years. This is her passion - and I am ever so grateful to have her on my side.