On Demand Paraplanning Services

Output-based financial services outsourcing. Pay-per-job deliverables designed for ad-hoc, overlow or transitional workflow needs

Send your first SOA request in less than 24 hours

24 hour turnaround request available

Pay per job easy billing

Book a call

WHAT WE OFFER

Pay-as-you-go Paraplanning Outsourcing Services‍

Professional SoA Preparation

Preparation of all SoA documents and financial projections utilising your own advice software.

100% of SoAs Manager Reviewed

All paraplanning deliverables reviewed by quality assurance management team.

Fixed Turnaround Times

All job requests adhere to client-set turnaround deadlines.

Philippines and India Business process outsourcing

OFFSHORE BPO

Professional Offshore BPO Provider

Australian Financial Planning Specialist

Our On Demand Service is best suited to financial planning firms that are looking for output-based outsourcing services with predictable workflow that does not require a full time staff engagement.

BPO Details:

BPO operation in India

Fully qualified and industry experienced staff

All BPO staff are full time employees of Felcorp

PRICING

Pricing based on SOA preparation complexity

Simple SoA

Final deliverable reviewed by QA managers

$300

AUD per deliverable*

Key details

2-4 simple strategy recommendations

3-5 hours preparation time

1 - 2 day turnaround time

Intermediate SoA

Final deliverable reviewed by QA managers

$500

AUD per deliverable*

Key details

3-6 strategy recommendations

5 - 8 hours preparation time

2-3 day turnaournd time

Complex SoA

Final deliverable reviewed by QA managers

$700

AUD per deliverable*

Key details

6+ strategy recommendations

10+ hours preparation time

3-4 day turnaround time

* All prices in AUD. Includes all taxes. Please see our How Our Billing Works page for specific billing details.
Prices above are indicative. All jobs submitted are quoted by Felcorp before approval.

PREPAID CREDIT

Initial Prepaid Credit Deposit

One-Off Initial Prepayment

We don't charge for onboarding or set-up

All new On Demand Service Engagements start with an initial and one-off prepaid credit fee. This fee will be credited to your account and you may engage our services to drawdown against your credit.

Subsequent billing runs on a standard monthly cycle.

How it works

The credit applies to your account during onboarding

Our invoices are applied against your credit

Payment is required before commencement

Credit expires after 60 days of non-use

Amount is non-refundable. Terms and conditions apply.

$2,000

AUD one-off fee. Price includes all taxes.

How our billing works

SERVICE SCOPE

Paraplanning Duties and Scope of Work

Retirement Planning

Pension, rollover and wealth accumulation strategies

Insurance

Insurance needs analysis covering life, TPD, trauma and income protection

Scenario Modelling

Modelling of cashflow, retirement and net wealth scenario outcomes

Platform Comparisons

Analysis of platform fees, features, investment menus and functionality

Investment Analysis

Assessment of investments against risk profiles and performance history

Product Research

Side‑by‑side analysis of products, fees, and replacement costs

Advice Document Creation

Preparation of advice documents and strategy presentations

Data & File Preparation

Completion of fact‑find data and preparation of paraplanning file notes

Implementation Packs

Creation of implementation schedules and review packs

On Demand Paraplanning Duties

SERVICE DETAILS

On Demand Service Details

Key operational details about how On Demand services are structured across delivery, engagement and billing.

Delivery

Description

Job Intake Process

Submitted securely through the Felcorp Portal

Simple Job Turnaround

Simple requests 24 to 48 hours

Intermediate Job Turnaround

Intermediate requests 2 to 3 days

Complex Job Turnaround

Complex requests 3 to 5 days

Urgent Requests

Urgent 24 hour requests available, additional fees apply

Quality Assurance

All deliverables reviewed by our QA team before final submission

Staffing

Pooled staff matched to job type and complexity

Engagement

Description

Software Access

Provided and licenced by the client, we operate within your existing systems

Onboarding

One-time setup to establish secure access to your systems

Scope

Scope of deliverables defined during onboarding process

Pricing and Billing

Description

Initial Prepaid Credit Deposit

Initial onboarding prepaid credit balance that sits on your account

Billing Frequency

Invoiced on the 1st of each month for all jobs completed in the prior period

How we price

Fixed quote provided within 24 hours of submission

No Retainer

There are no retainers or monthly minimums

SOFTWARE

Industry Software We Work With

Learn more about our capabilities and support on industry software and systems.

Industry Software

TESTIMONIALS

Trusted by 50+ financial services businesses

Businesses trust Felcorp because we deliver tailored solutions to each client engagement that addresses their individual concerns.

I had a wonderful experience working with the team. They were always responsive and attentive and provided us the results we needed. They were very dedicated & professional in their approach.

Poonam K

November 2024

The level of staff produced, open transparency with what is going on in the office in India. The staff talk highly of the organisation means I am comfortable that the organisation is not a sweat shop.

Mark K

November 2024

The team at Felcorp are "World Class". I would be lost without their support!

Denver J

September 2021

Neeraj is great to work with. He is smart. He raises good queries. He is efficient, and works well to turn jobs around quickly.

Jacqui N

November 2024

I have been in the finance industry for many years and I have always struggled to find a good paraplanning solution that suited my needs.

Justin M

September 2021

great company, Toby is really professional and his team are fantastic. They are all senior accountants with great experience for quality.

Victor

November 2024

Let's plan your journey
Book a call with me

Discuss your needs with me

I'll answer your questions

We'll plan your engagement together

Tobias Fellas | CEO and Founder

Book a call now

RESOURCES

Learn more about our On Demand Service

Who's our service for

Deisgned for financial advisers with ad-hoc, overflow and scoped paraplanning outsourcing needs.

Who's Our Service For

On Demand Service Explained

Discover how our On Demand Service Works, how to get started and other services we offer.

On Demand Service Explained

How our agreement works

Understand how our agreement works, key terms and conditions and processes for dis-engagement .

How our agreement works

Let's get started! Contact us now

Contact Form

Average response time

2 hours

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

Book a meeting or call with us

Book a call now

30 minute call

Call us now

8am to 6pm, Monday - Friday (AEST)

1800 930 172

Phone Number

Text us now

Chat to us on WhatsApp

0480 839 358

On Demand Paraplanning Services