At Bulldog Paraplanning & Consulting we pride ourselves on providing accurate and compliant Statement of Advice/Record of Advice documents – every time.
If you want to discuss strategy, options, alternatives, we want to work with Advisers to ensure their clients receive the most appropriate advice solution. We cover a wide range of advice including (but not limited to) Superannuation, Retirement Planning, Insurance, Investment, Centrelink, Gearing and SMSF/Trust/Companies.
We understand that each practice is different. It’s not all about following a set template. We will work with you to find the best way to provide advice. We will use your specific firm’s documents, financial planning software and work in with your requirements to produce the best possible Advice Document for your client.
Paraplanning
From simple Records of Advice to complex Statements of Advice, we offer a full range of advice documents designed to illustrate Adviser recommendations in an easy to understand format, with particular emphasis being placed on the value of the advice being provided.
Strategy Consulting
Choosing the best strategy for your client is not always straightforward. Just send us the strategies you wish to be considered and we will crunch the numbers for you which will be sent through in a strategy work paper with a comparison of the scenarios considered in terms of net assets, cashflow, tax and Centrelink, ensuring your recommendations are backed by hard evidence.
Software
To complete your Advice Document, we’ll require that you have a comprehensive Xplan or Midwinter licence, with all required modules for completing investments, financial modelling, product comparisons and SOA generation.
However, we are also happy to discuss utilising your alternative financial planning software as required.
Corey Parsons
I’ve worked in Financial Services for over 20 years in roles including Paraplanning, Advising, Project Management, Training and Development, Education and Customer Service.
As a passionate owner of the bulldog breed, their characteristics include being:
Loyal | Independent | Devoted | Easy Going Nature
These are the same characteristics you can expect when working with Bulldog Paraplanning & Consulting.
I want to connect and work with Advisers who know what they want – but haven’t been able to find it with existing outsource paraplanning solutions.
At Bulldog Paraplanning & Consulting you’ll receive a concise, customised, compliant document every time in the agreed time frame, at the quoted price.
With a deep understanding of producing financial advice, including strategy, financial projections, compliance, I know Advisers and Paraplanners generally think/approach things differently – I’ve worked on both sides and can empathise with your needs and pain points and I’m committed to find ways to provide you with a solution that is not only efficient but cost effective.
I’m an avid traveller – always thinking about or planning my next adventure. I’m also a lover of “Live Events” – weekends usually include some sort of live Sport, Music, Comedy or spending time with my bulldog “Opie”, family and friends.
Bulldog Paraplanning & Consulting 