Paraplanning Query

Tell us a little more about yourself and how we may assist you with your financial advice administration.

Name *
Are the client's details loaded on CRM in full? *
If you tick "No", a separate fee may be applicable for data entry to your CRM service.
We encourage our clients and our office to be as paperless as possible. If you have securely uploaded documents to the cloud (Dropbox, Google Drive, SkyDrive), you can provide us with a secure link below. Please refer to our Privacy Policy. Otherwise, you can send an email to

A sample shared paraplanning file can be found at this link: Sample File

You will also find checklists of what documents to provide, and instructions for using Dropbox (preferred) to upload and share files.

Would you like to use a form?

If you would prefer to use a form, you can fill in our standardised form (found here) with any accompanying documents to