Paraplanning

Providing you accurate plans with fast turnaround times and consistent quality, giving you hours back to focus more on your clients.

Our Offering

Comprehensive paraplanning solutions tailored to your practice needs

Statement of Advice preparation

Our experienced paraplanners prepare clear, well-structured Statements of Advice (SoAs) across a broad range of advice scenarios, from simple cases to comprehensive strategies. We operate as an extension of your team, following your templates, preferences, and advice style.

How this helps you

Receive well-structured plans that are ready to present
Spend less time reviewing and refining documents
Maintain consistency across all client advice

Consistent and fast turnaround times

Our established workflows and experienced paraplanning team deliver plans within clear timeframes so you can manage client expectations and advice schedules with confidence.

How this helps you

Keep advice moving without unnecessary delays
Plan meetings and reviews with greater certainty
Reduce pressure caused by last-minute documentation

Accuracy you can rely on

Every plan is reviewed by our dedicated QA team with a strong focus on accuracy and consistency. We pay close attention to detail so you're not fixing avoidable errors or inconsistencies.

How this helps you

Fewer revisions after delivery
Cleaner, more reliable advice documents
Greater confidence when presenting to clients

Support aligned with current compliance standards

Our paraplanners stay aligned with current professional and regulatory expectations, ensuring your documentation supports compliance obligations without becoming overly complex.

How this helps you

Reduce compliance-related concerns
Be better prepared for audits and file reviews
Maintain professional standards across your advice documents

Cost-efficient paraplanning with built-in flexibility

Our paraplanning service is an efficient alternative to in-house hiring, helping you reduce overheads without sacrificing quality. Engage a dedicated paraplanner on a part-time or full-time basis and match support with your workload.

How this helps you

Reduce staffing and operational costs compared to in-house resourcing
Access a dedicated paraplanner without long-term employment commitments
Scale support easily as advice volumes increase or slow
Maintain consistent quality while keeping paraplanning costs under control

Extended support across two time zones

We offer paraplanning support from teams in Sri Lanka and the Philippines so your work progresses beyond standard business hours. Choose one location or combine both for extended coverage and faster turnaround.

How this helps you

Improve efficiency with work progressing across extended hours
Reduce turnaround times without increasing in-house pressure
Choose support from Sri Lanka, the Philippines, or both
Maintain consistency and quality across all plans, regardless of location

Why Us

Why Partner With Advice Lab

Robust advice-industry experience

Having partnered with over 70+ advisers in the financial planning industry, we understand the realities advisers face. Our back office support is shaped by hands-on knowledge of advice practices, regulatory requirements, and quality to provide you the precise support you need.

Driven by people, not just process.

We're a people-driven team that values learning and accountability. Our back office support receive ongoing training and regular updates to stay aligned with industry changes, supported by a strong working culture that encourages efficiency, collaboration, and quality outcomes for advisers.

ISO27001 certified for information security

Advice Lab is ISO 27001 certified, giving you the peace of mind, confirming that we prioritize data privacy and applies strong security measures across all paraplanning activities.

Extended coverage across two locations

Our teams in Sri Lanka and the Philippines allows to support advice delivery across extended hours. This means work can continue beyond your day, helping reduce delays and maintain momentum.

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