SOAs, ROAs, Risk Researcher, Wealth Solver, Strategy Papersour services
We commit to keeping up with the Licensee Standards
which reflect the ever-changing industry legislation
P2A takes a proactive approach to professional paraplanning. The team at P2A work closely with Financial Planners to offer a complete paraplanning service to ensure clients are provided with personalised and effective financial advice. P2A’s unique ability to deliver real-world strategies and solutions sets them apart from the rest.read more
We implement processes and strategies that provide ongoing support to our Adviser Network and Dealer Group. Read more...
Confirms all relevant documentation have been uploaded into Xplan or via Email
Provide ETA within 24 hours And assigns dedicated specialist
Prepares documents within Xplan using the most current NAF process.
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 and easy to comprehend, this enables Financial Planners to present and deliver recommendations more effectively to clients and helps foster a strong ongoing relationship.
P2A is a convenient and cost-effective solution to your Advice Document production requirements. Our Advice Documents can be produced in a timeframe as short as 3 business days so Financial Planners can reconnect with the clients quickly to deliver the presentation and also implement the strategies.
We guarantee to use the most current tools provided such as Xplan and the New Advice Framework (NAF). We can act as a trusted sounding board for Financial Planners that like to discuss strategic options and can generate multiple scenarios for Financial Planners to present to their client. We collaborate with individual Financial Planners to tailor documents based on business preference
We keep up to date with ever-changing legislative requirements to ensure Financial Planners meet compliance standards. Our professional paraplanners are located within Australia and have a minimum education (RG146) and receive compulsory training to ensure their knowledge and skills are parallel with current compliance issues, IT processes and interpersonal skills.
Karen Benfield has a rich background within the financial planning industry. During this time, she has worked with small to medium financial planning businesses, NAB Private Wealth and JBwere, as-well as specialising in assisting advisers with meeting their outsourced paraplanning needs. Karen has also earned the pinnacle and internationally recognised designation of a Certified Financial Planner. With over 20 years’ experience she sets high standards for herself and team.
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.