Benfield Paraplanning Services
Founded in 2006, Benfield Paraplanning Services is 100% Australian owned and operated with no data going offshore. We have a large team of experienced paraplanners who work closely with you to provide high quality advice documents and support where required.
We aim to provide a cost-effective service for all things related to the financial planning and advice sector, these include but are not limited to:
• Execution of advice documents ( SOAs, ROAs)
• Wealth Solver reports
• Xplan & Adviser Logic
• Data Entry
• Consulting
• Industry training
We enjoy working with advisers who aim to provide quality and affordable advice for their clients.